Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How Rising Yields Affect Retirees: Morningstar's Benz
By Ginger SzalaRetirees should do an audit of their bond holdings in a rising rate environment, the personal finance director says.
June 10, 2022
New York Life Appoints Market Manager: Executive ChangesWykeeta Peel will continue to be the manager of the women's market.
June 08, 2022
More Leaders Exit OnrampCaitlin Cook and two C-level execs, Craig Uhlenkott and Nyle Bayer, are among the latest to leave the startup.
June 08, 2022
Ark's Cathie Wood Sees Huge Inventories as Evidence Inflation Will Ebb"I've never seen inventory surges like this in my career and I've been around for a long time," the ARKK manager says.
June 08, 2022
Life and Annuity Issuers Defend Guarantees at S&P ConferenceEllen Cooper and other CEOs said people still need help with protecting against risk and preparing for retirement.
June 07, 2022
13 Questions to Ask Your Clients About PhilanthropyYou can help your clients with their charitable giving, even if you're not an expert. Here's how.
June 07, 2022
Fake Financial Advisor Gets 4.5 Years in Prison for FraudThe defendant used some of the $3 million scammed from clients for gambling and to make Ponzi payments.
June 06, 2022
Financial Services Can 'Do Better' on Diversity: Pershing CounselTonia Bottoms explains the importance of representation in leadership roles to boost ethnic diversity.