Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Edward Jones to Plow $1B Into Tech This Year: Tech Roundup
By Jeff BermanAlso, Pershing X, led by Ainslie Simmonds, announced a new partnership.
March 16, 2022
How Direct Indexing Helps Clients Cope With Market Volatility, TaxesMonali Vora, a partner at Goldman Sachs Asset Management, says every client wants a portfolio tailored to their financial goals.
March 15, 2022
Can the Fed Engineer a Soft Landing?Amid volatile markets and war in Ukraine, the Federal Reserve must act decisively to keep inflation in check.
March 11, 2022
13 Top Female Portfolio Managers: MorningstarMorningstar highlighted women who have built impressive careers in investing.
March 10, 2022
How Women Are Boosting Americans' Financial SecurityHere's a look at some of the female volunteers and nonprofits geared toward creating financial independence for women.
March 10, 2022
Fidelity Trading Boom Lifts Johnson Family Wealth to $48BThe fortune of Fidelity CEO Abigail Johnson rose to $21.5 billion after the closely held firm reported that its revenue rose 15% last year.
March 10, 2022
10 New Retirement Planning Charts to Share With ClientsJ.P. Morgan Asset Management's Guide to Retirement provides some conversation starters for advisors.
March 08, 2022
10 Retirement Woes of Female Investors: New York LifeResearch finds that women are worried about retirement products and believe there's a "disconnect" with advisors.