Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Fake Financial Advisor Gets 4.5 Years in Prison for Fraud
By Jeff BermanThe defendant used some of the $3 million scammed from clients for gambling and to make Ponzi payments.
June 02, 2022
How an Insurer Predicts Your Client's Future NowFor Samantha Chow of EIS, every "quick question" an applicant answers can be the start of something big.
June 01, 2022
Explosion of Firm Models Poses a Human Capital ChallengeSince the hiring process has more dimensions than ever, a candidate's goals should match your firm's type.
June 01, 2022
Marketing Whiz Samantha Russell Rallies Social Media Support in Medical CrisisRussell's husband was diagnosed with brain cancer. "Friends, I desperately need your help," she posted. Thousands responded.
May 27, 2022
Aimee DeCamillo to Lead Manulife Investment Management: Executive ChangesShe says she wants to help the company speed up the development of new retirement solutions.
May 23, 2022
The Big Economic Risk Wall Street Isn't Talking About: Stephanie PomboyCorporations' costs are rising faster than they can pass them on, spelling trouble ahead, the analyst tells ThinkAdvisor.
May 23, 2022
JPMorgan to Hire 1,300 More AdvisorsThe plan could bring its wealth management unit to 6,000 advisors and about $1 trillion in client assets over the next three years.
May 20, 2022
How Raymond James Keeps Luring Advisors From Rivals"Recruiting is still strong" despite market turmoil and stiff competition for talent, Private Client Group President Scott Curtis says.