Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How an Insurer Predicts Your Client's Future Now
By Allison BellFor Samantha Chow of EIS, every "quick question" an applicant answers can be the start of something big.
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.
May 20, 2022
Merrill Names New Head of Platforms and CapabilitiesCasey Franz is replacing Kabir Sethi, who recently left Merrill to join LPL Financial.
May 20, 2022
Athene Hires a Chief Strategist: Personnel MovesThe move raises the question: What is the Apollo affiliate going to acquire now?
May 19, 2022
How Raymond James Quietly Launched a Corporate RIA OptionThree firms have been testing the program since 2021, Private Client Group President Scott Curtis tells ThinkAdvisor.