Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
FINRA Enforcement Head to Step Down
By Jeff BermanJessica Hopper is leaving after 18 years with FINRA. Christopher Kelly will be acting head of enforcement.
January 20, 2023
6 New Marketing Tips for Growing Financial AdvisorsEmphasize the complexity of financial advising without making people feel like they are being talked down to.
January 17, 2023
Ex-AARP Lobbyist Named New SEC Investor AdvocateCristina Martin Firvida oversaw federal and state advocacy on Social Security, pensions and more at AARP.
January 17, 2023
What Your Clients Don't Know About Longevity Could Hurt Their RetirementMost Americans don't know how long they can expect to live, on average. The ones who do are better savers.
January 13, 2023
8 Steps to Building a Thriving RIA BusinessThree marketing and business execs laid out a strategic path for starting out and scaling.
January 12, 2023
J.P. Morgan Wealth Unit Launches QuickDeposit: Tech RoundupIn addition, Rose Palazzo was named group president of Envestnet Financial Planning and will lead MoneyGuide operations.
January 12, 2023
Unmarried Women No Longer Pay a Financial Penalty in RetirementYounger female boomers who aren't married are catching up to their married counterparts, but there's a catch.
January 09, 2023
Got a Hiring Crunch? Maybe Your Firm's the ProblemIf you take a hard, honest look, you might find several reasons job candidates steer clear of joining your firm.