Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Ex-Schwab Exec Named CFP Board Chair-Elect
By Melanie WaddellTerri Kallsen, senior operating partner at Rise Growth Partners, will lead the standards-setting organization in 2026.
July 12, 2024
Research Affiliates CIO Raises Private Credit ConcernsQue Nguyen, the investment firm's head of equity strategies, also says AI could be in the early bubble stage.
July 12, 2024
Shannon Spotswood Steps Into CEO Role at RFG AdvisoryThe hybrid RIA platform's president takes over from Bobby White, who becomes executive chairman.
July 12, 2024
'Bain Is Not Coming in Here to Cut': Envestnet ExecEVP Tom Sipp shares an insider's view on Envestnet's sale to Bain Capital and several minority investors.
July 05, 2024
Putting Retirement Portfolios to Work to Produce IncomeAt Morningstar's conference, Christine Benz and others discussed retirement needs and income strategies to meet them.
July 02, 2024
New SEC RILA Rules Accentuate the Negative, Commissioner SaysRegistering new products will get easier, but the required notices could scare off investors, Hester Peirce warns.
July 01, 2024
Stop Talking About Nursing HomesFocusing long-term care planning discussions on home care works better, a veteran trainer says.
June 26, 2024
Schwab: Stocks Showing Bearish SignalsA similiar pattern emerged before the bear market of 2022, strategists Liz Ann Sonders and Kevin Gordon note.