Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Meeting Female Investors Where They Are Now: In the Driver's Seat
By Jane Wollman RusoffWomen are becoming more engaged investors and they approach money differently than men, Fidelity's Lorna Kapusta tells ThinkAdvisor.
September 23, 2022
Fidelity Integrates With Salesforce AppExchange: Tech RoundupAlso, Envestnet's Dani Fava joins diversity-tech platform developer Choir's board of advisors.
September 21, 2022
How Advisors Can Get Ready for New SEC Marketing RuleHere's what to know about embracing new marketing channels compliantly.
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.