Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Morgan Stanley CIO: Stock Market 'Full of Wishful Thinking'
By Jane Wollman RusoffStock investors don't believe the Fed is willing to risk recession to fight inflation, Lisa Shalett tells ThinkAdvisor.
September 16, 2022
When and When Not to Revamp Portfolios: Morningstar's Benz"Advisors will be the best judges of what might provide a specific client with peace of mind," Morningstar's Christine Benz said.
September 14, 2022
4 Reasons Unmarried Women Are Less Confident About RetirementFor one thing, they're less likely to have a financial advisor, according to an EBRI study.
September 13, 2022
Penny Phillips, Dave Welling, Jason Wenk: How to Serve More Clients, BetterThe three CEOs highlight how advisors can embrace change and build trust.
September 09, 2022
Sarah Iselin to Lead Massachusetts Blue: Executive ChangesThe health insurer has $8 billion in annual revenue.
September 08, 2022
'Diversity Is Just Good for Business': Schwab's Leslie TaborThe first-generation Filipino American and investor discusses going from administrative assistant to financial advisor and mentor.
September 08, 2022
How Advisors Can Help Clients With a Terminal IllnessProper planning done compassionately can save these clients a lot of angst, advisor and physician Carolyn McClanahan says.
September 08, 2022
Emerge Launches 10 ETFs Led by WomenLed by Lisa Langley, the Canadian firm also has some ETFs sub-advised by Cathie Wood's Ark Investment Management.