Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How Affluent Women Are Using Their Money to Drive Change
By Michael S. FischerUBS lays out a framework for advisors to help women make an impact while boosting their financial well-being.
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.
May 06, 2022
Commonwealth: Advisor Adoption of Brand Studio Has 'Exceeded Expectations'The strategic marketing support initiative is now available to all the firm's advisors after an early access program.
May 05, 2022
Orion Adds Behavioral Finance to Financial Planning Platform: Tech RoundupAlso, Envestnet enhances its financial wellness ecosystem with new tech updates.
May 03, 2022
How Social Security Spousal Benefits Really Work: A Case StudyA 66-year-old gets advice from an older sister that's well-intended but incorrect. Here are the facts.