Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Ex-RIA Comptroller in Father-Daughter Ponzi Scheme Gets 6-Year Sentence
By Jeff BermanThe former comptroller's father, an ex-Securities America broker, was previously sentenced to 13 years in prison.
October 06, 2022
What the Future of Annuities Means for AdvisorsThe shift from accumulation to decumulation is a tough one that advisors must help clients navigate, Kelli Hueler says.
October 06, 2022
3 Steps to Speed Up Your Client Response TimeClients used to expect a response within 24 hours, but that window has shortened dramatically.
October 05, 2022
5 Things Advisors Get Wrong About Childfree ClientsFinancial advisors often unintentionally offend these clients, says Childfree Wealth founder Jay Zigmont.
October 03, 2022
State Street Global Advisors Names Next CEOYie-Hsin Hung will succeed Cyrus Taraporevala as the chief executive of State Street's asset management business.
September 30, 2022
FPA Board Names President-Elect for 2023Claudia Cypher Kane, a certified financial planner, begins her term on Jan. 1.
September 30, 2022
Schwab's Sonders Sees Opportunity in the 'Bear Market for Everything'"You want to look for companies that are bucking that trend," Schwab's chief investment strategist Liz Ann Sonders said.
September 29, 2022
One Way to Boost Service to UHNW ClientsYounger and newly wealthy clients need help figuring out philanthropy, wealth manager Katherine Fox tells ThinkAdvisor.