Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Commonwealth: Advisor Adoption of Brand Studio Has 'Exceeded Expectations'
By Jeff BermanThe strategic marketing support initiative is now available to all the firm's advisors after an early access program.
May 02, 2022
4 Ways to Get Succession Planning RightWhile every practice is unique and there's no silver bullet, there are a few essential tenets for those thinking about their retirement from the advice business.
April 28, 2022
Why Half of Mercer's 500 Advisors Are WomenCEO Dave Welling also discusses the biggest challenge for RIAs and why he finds the term "rollup" objectionable.
April 28, 2022
Onyx Subscription Service for Minority Advisors to Launch May 9Members get a bundled tech stack and discounted access to service providers for a monthly fee.
April 28, 2022
LUMINARIES 2022 Nomination Deadline ExtendedIndividual and firm nominations for these pioneering industry awards will be accepted online through May 6, and there is no cost to participate.
April 26, 2022
Lael Brainard Wins Senate Confirmation to Be Fed Vice ChairShe had been considered by President Joe Biden for the Fed's top job before he chose to keep Jay Powell in that post.
April 26, 2022
Edelman Financial Engines Nabs Goldman Exec as Its New CFOAt Goldman, Suzanne van Staveren played a key role in integrating Ayco and United Capital.
April 26, 2022
Biden's Key DOL Pick Could Get Senate Vote This WeekLisa Gomez's nomination to lead retirement plan oversight could come up for a vote on the Senate floor as early as Tuesday.