Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Cathie Wood's Open Letter to Fed Draws Snark
By Dinah Wisenberg BrinWood posted the letter as her ARK Innovation ETF tumbled further. But she's not the only prominent investor taking issue with Fed policy.
October 06, 2022
3 Steps to Speed Up Your Client Response TimeClients used to expect a response within 24 hours, but that window has shortened dramatically.
October 05, 2022
5 Things Advisors Get Wrong About Childfree ClientsFinancial advisors often unintentionally offend these clients, says Childfree Wealth founder Jay Zigmont.
October 03, 2022
State Street Global Advisors Names Next CEOYie-Hsin Hung will succeed Cyrus Taraporevala as the chief executive of State Street's asset management business.
September 30, 2022
FPA Board Names President-Elect for 2023Claudia Cypher Kane, a certified financial planner, begins her term on Jan. 1.
September 30, 2022
Schwab's Sonders Sees Opportunity in the 'Bear Market for Everything'"You want to look for companies that are bucking that trend," Schwab's chief investment strategist Liz Ann Sonders said.
September 29, 2022
One Way to Boost Service to UHNW ClientsYounger and newly wealthy clients need help figuring out philanthropy, wealth manager Katherine Fox tells ThinkAdvisor.
September 26, 2022
Meeting Female Investors Where They Are Now: In the Driver's SeatWomen are becoming more engaged investors and they approach money differently than men, Fidelity's Lorna Kapusta tells ThinkAdvisor.