Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How Bogleheads Are Keeping Calm, Carrying On Amid Market Turmoil
By Dinah Wisenberg Brin"Everything is down this year but the Bogleheads seem quite at peace," Morningstar's Christine Benz said.
October 14, 2022
What to Tell Clients Who Want to Buy a Home Now: Advisors' AdviceShould they buy now or wait? What should they consider? Here's what 11 advisors told us.
October 13, 2022
Samantha Russell: 5 Ways to Show, Not Tell, What's Happening in the MarketThese steps could help advisors turn the market downturn into a "marketing upturn," the advisor marketing expert says.
October 13, 2022
How Retirees Can Withstand a Tough Market Winter as Inflation Stays HighRough economic times appear to be ahead, but there are opportunities to be found, analysts say.
October 13, 2022
Schwab Pilots New Broadridge Proxy Polling Solution: Tech RoundupAlso, Lori Hardwick was appointed chair of Docupace's board of directors.
October 13, 2022
16 Richest Women in the U.S.: Forbes, 2022We combed through the latest Forbes 400 to identify the wealthiest women.
October 12, 2022
Ex-RIA Comptroller in Father-Daughter Ponzi Scheme Gets 6-Year SentenceThe former comptroller's father, an ex-Securities America broker, was previously sentenced to 13 years in prison.
October 11, 2022
Cathie Wood's Open Letter to Fed Draws SnarkWood posted the letter as her ARK Innovation ETF tumbled further. But she's not the only prominent investor taking issue with Fed policy.