Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Merrill Names New Head of Platforms and Capabilities
By Jeff BermanCasey Franz is replacing Kabir Sethi, who recently left Merrill to join LPL Financial.
May 17, 2022
How Affluent Women Are Using Their Money to Drive ChangeUBS lays out a framework for advisors to help women make an impact while boosting their financial well-being.
May 16, 2022
Why Aren't There More Female Fintech Leaders Onstage? It's ComplicatedOutdated stereotypes and gendered expectations are still keeping women from reaching their full career potential.
May 16, 2022
Finding Opportunity in Stocks as Multiples ShrinkNow is the time to take advantage of lower valuations: Find high-quality companies on sale.
May 13, 2022
Equitable Sees 'Rational' Registered Index-Linked Annuity PricingJackson talked about hedging mechanics. F&G gave a few more details about its looming spinoff.
May 12, 2022
Envestnet's Dani Fava: Embedded Investing Solution Coming This YearThe fintech firm has been laying the groundwork to offer financial services in nonfinancial consumer apps.
May 09, 2022
Advisor Group Hires 2 New LeadersThe firm added Dimple Shah from Cielo Advisor and Iryna Northrip from Mariner Wealth Advisors.
May 09, 2022
Capital Group ETFs Now Available in Model PortfoliosThe firm's ETFs are included in SEI's expanded line of models, along with American Funds mutual funds.