Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Vanguard Names New Head of Advisor Services Unit
By John ManganaroAmma Boateng will take over from Tom Rampulla, who is retiring after 35 years with the fund giant.
December 14, 2023
Edelman Financial Buys $1.5B Retirement FirmThis is the company's largest deal, based on assets, since it began acquiring other entities in 2021.
December 14, 2023
20 Books Loved by Industry ExecsCarl Richards, Bill Crager, Natalie Wolfsen and others recommend these reads for inspiration, lessons in leadership and fun.
December 12, 2023
Want to Save for Retirement in a Taxable Account? Try These Models: Morningstar's BenzWith the right investments, these accounts can be almost as tax-efficient as retirement accounts, she says.
December 12, 2023
DOL's Gomez Lays Out Fiduciary Rule's Chief GoalsDOL's two-day public hearing on its new fiduciary plan kicked off Tuesday, with more than 40 groups set to testify.
December 06, 2023
Jackson Executive's Team Makes the Data TalkHeather Fitzgerald, who joined the annuity issuer in 2019, helps the company use information to power sales.
December 05, 2023
Younger Couples: Let's Talk Money First, Then CommitmentFinancial conversations should occur before a relationship becomes serious, according to Northwestern Mutual.
December 04, 2023
CEO: To Lead an RIA, 'You Have to Understand People'Technical knowledge is not enough, SignatureFD chief Heather Robertson Fortner tells ThinkAdvisor.