Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Why Recognition Matters: The LUMINARIES Program in Action
By Janet LevauxAs we showcase our 2022 winners, several aspects of the program are worth highlighting.
November 15, 2022
Goldman Sachs Paid Over $12M to Bury Partner's Claim of Sexist CultureThe confidential payment is likely among the biggest of its kind on Wall Street, where firms use deep pockets to prevent accusations of from becoming public.
November 14, 2022
How Advisors Can Prepare Wealthy Clients for an Uncertain YearCash management is crucial for this year and next, UBS' Brenda O'Connor Juanas tells ThinkAdvisor.
November 12, 2022
Meet the Winners of the Excell Women in Wealth Management AwardsMeanwhile, Carson Group said nearly 90% of poll respondents believe women in the industry face barriers that men are less likely to deal with.
November 11, 2022
Younger Workers, Women Need More Flexibility to Meet Financial GoalsA survey finds that younger workers have a bleak financial outlook.
November 11, 2022
3 Military Values That Drive Success in Wealth ManagementVeterans who pursue a wealth management career find it aligns with many of the experiences and values learned in military service.
November 10, 2022
Advocates Take Aim at Advisor Annuity SkepticismWill guaranteed income solutions ever find their foothold in the retirement advisor community?
November 10, 2022
FiComm, FMG Launch Coaching Program for Advisors: Tech RoundupAlso, Cadence Bank plans to onboard the investment business of legacy BancorpSouth Bank to LPL's platform this quarter.