Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Meet the 2022 LUMINARIES Judges
By Janet LevauxThese 12 industry VIPs help lead firms and organizations committed to best practices, innovation and diversity.
August 19, 2022
Schwab-TD Ameritrade Integration Still on Track: ExecutiveSchwab has also launched Jump Start, which lets TD advisors "choose to open new accounts on the Schwab platform," says Alison Dooher.
August 17, 2022
Charitable Giving Back at Near Pre-Pandemic Levels: ReportBNY Mellon Wealth Management says the number of gifts, average gift size and total dollar amount of gifts grew from 2020.
August 16, 2022
Cambridge Taps 3 Execs for New RolesThe shifts are "all about continuity of leadership," said CEO Amy Webber, who added: "Our goal is to remain internally controlled."
August 15, 2022
10 Best Robo-Advisors: Q2 2022The Robo Report tracks 58 accounts at 33 providers; it opened accounts at robo advisors in 2015 to "bring transparency to the industry."
August 12, 2022
Vanguard Nabs Top Fidelity, JPMorgan ResearchersAndy Reed and Fiona Greig focus on investor behavior and household finance, respectively; they join Vanguard's Investment Strategy Group.
August 12, 2022
3 Ways to Help Portfolios Get Ready for a Recession: BenzWith a looming slowdown, advisors could consider trimming some investment positions and expanding others, Morningstar's Chrstine Benz says.
August 11, 2022
Jackson's Annuity Stormproofing WorkedAnnuity issuers are talking about what Q2 headwinds did to the shingles.