Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Dani Fava's Quest to Bring Financial Advice to the $500 Investor
By John ManganaroThe head of product innovation at Envestnet aims to bring advisory services to the masses, she tells ThinkAdvisor.
April 24, 2023
Merrill COO Steps DownNews that Kirstin Hill is retiring comes several months after she let the firm know of her plans to depart.
April 17, 2023
For This HNW Firm, It's Crunch Time for Estate PlanningLooming estate tax changes are creating both tight deadlines and vast uncertainty, advisor Nicole Asher says.
April 14, 2023
How LPL Is Giving Advisors the 'Muscle' to Grow: Executive"Advisors who use one of our services are growing on average 28% faster than peers," Aneri Jambusaria says.
April 04, 2023
CFP Board Rolls Out Scholarship to Support Next-Gen WomenCFP Board says women made up almost 30% of new CFP professionals last year but adds there's "still much work to be done."
March 31, 2023
3 Big Shifts That Transformed Social Security Benefits for WomenWomen in their 60s and 70s today had to overcome many obstacles to earn adequate Social Security benefits.
March 30, 2023
Barb Marder to Lead Retirement, Health Research GroupThe former Mercer executive will seek to combine research on health and wealth, while boosting EBRI membership.
March 30, 2023
8 Predictions for Advisors in 2023: Schwab PanelIndustry VIPs, including Bernie Clark, weigh in on what lies ahead and how RIAs can best tap into the industry's growth trends.