Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Penny Pennington Elected to FINRA Board of Governors
By John ManganaroFrom the enforcement of Reg BI to the implementation of new CE requirements, it's a busy time for FINRA.
October 25, 2022
Bear Market Portfolio Insights and Tips for Anxious AdvisorsNot all is bad in the current market, Lara Reinhard of Janus Henderson tells ThinkAdvisor.
October 25, 2022
Zoom in on What MattersThere are more ways than ever for advisors to deepen client relationships, according to two top industry executives.
October 25, 2022
Start With Your AudienceTo succeed at digital marketing, this social-media pro says advisors need to be strategic but still can have some fun in what they post.
October 25, 2022
Being Bold to Make a DifferenceTo build and maintain diversity, your firm needs to look inwards and have honest conversations, says one industry expert.
October 25, 2022
The Power of Building a CommunityAdvisors need to broadly rethink who their prospective clients are and how to best attract them, the leader of one advisory firm explains.
October 25, 2022
Cato Scholar Makes Case for Means-Testing Social SecurityA Brookings economist balked at this idea, but the two scholars suggested some potential fixes with bipartisan support.
October 21, 2022
Are 401(k)s Enough? Ghilarducci and Biggs Debate Future of RetirementOne thing the two retirement scholars agree on is that the retirement bills in Congress are sorely lacking.