Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Women Have Narrowed Financial Confidence Gap With Men Since 2020: Study
By Michael S. FischerWomen are more positive about financial management now than they were two years ago, a survey found.
March 01, 2022
CEO Tyrone Ross Exits Onramp; Dani Fava Leaves BoardEric Ervin, who co-founded the fintech firm with Ross, has become the firm's new CEO.
March 01, 2022
How to Attract Next-Gen Talent: Kate HealyThe industry veteran and LUMINARIES judge says younger individuals just "don't seem to know about financial planning."
March 01, 2022
Social Security Benefits Are Taxed? Ouch!New retirees often find themselves in a higher tax bracket than they expected.
February 25, 2022
Younger Women Glued to Financial News: SurveyMost Gen Z and millennial women in an investor survey said they consumed investing information for more than an hour a day.
February 24, 2022
Advisor Group Names 3 Executives to New PostsTim Hodge, Jen Roche and Aisha Adams have previously worked at firms like LPL, AssetMark and Lincoln Financial.
February 23, 2022
Schwab's Sonders: 5 Economic, Market Predictions Amid Russia-Ukraine TensionWill inflation continue? Is a recession coming? The chief investment strategist discusses these issues in her latest note.
February 23, 2022
'Women in FinCrime' Event Set for March 3AnnaLou Tirol, deputy director at the U.S. Financial Crimes Enforcement Network, will be delivering a keynote address.