Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
'Diversity Is Just Good for Business': Schwab's Leslie Tabor
By Jane Wollman RusoffThe first-generation Filipino American and investor discusses going from administrative assistant to financial advisor and mentor.
September 07, 2022
Peggy Tsai Takes Reins at MDRTTsai is an advisor with a life insurer based in Taiwan.
September 06, 2022
TCW Hires Goldman Veteran as CEOKatie Koch joins the $220 billion asset manager after 20 years at Goldman, where she rose to become partner.
September 02, 2022
3 Steps to Transitioning Clients to Other AdvisorsWith advisors in short supply, firms must serve more clients with the human resources they have. Here's how.
September 01, 2022
Should This Client Claim Social Security Before 70?Some advisors do the math and say it's better to wait. But there's more to consider than math.
September 01, 2022
Cathie Wood's ARKK Sees Biggest Monthly Outflow in Nearly a YearThe $8 billion Ark Innovation ETF saw $803 million rush out in August. It's down 60% this year vs. the S&P 500's 18% drop.
September 01, 2022
Commonwealth Recruits New Chief Privacy Officer From LPLMichelle Kelley has also been named deputy general counsel and senior vice president.
August 29, 2022
Staying Diversified in a Jittery MarketA pullback in September would not be surprising. Here's where I'm investing now.