Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Peggy Tsai Takes Reins at MDRT
By Allison BellTsai is an advisor with a life insurer based in Taiwan.
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.
August 25, 2022
ACLI Hires Former Ohio Insurance Commissioner: Executive ChangesJillian Froment will be the insurer group's general counsel.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — IndividualsThese 32 industry VIPs have demonstrated excellence through innovative insights, practices and research.
August 24, 2022
LUMINARIES 2022 Finalists: Diversity, Equity & Inclusion — IndividualsThese 13 industry VIPs are demonstrating their commitment to DEI via best practices, innovation and community outreach.