Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
SEC Acting Exam Director Kahl to Depart
By Melanie WaddellRichard Best, director of the SEC's New York Regional Office, will take his spot.
March 21, 2022
Schwab Launches Thematic Stock ListsThis new resource provides retail clients with access to dozens of investing themes, it says.
March 20, 2022
How to Manage Finances, Romance After 50A growing number of older Americans are finding that love is like a business partnership as soon as you live together.
March 20, 2022
RIAs Must Pivot or Face 'Certain Decline'With $30 trillion of money in motion, this is no time to be overly confident; instead, consider a new approach to retirement income planning.
March 17, 2022
Cathie Wood's Flagship ETF Added $341M Ahead of Big GainThe Ark Innovation fund sold off earlier this year, as investors sought more defensive positions amid global stock-market turmoil.
March 17, 2022
Edward Jones to Plow $1B Into Tech This Year: Tech RoundupAlso, Pershing X, led by Ainslie Simmonds, announced a new partnership.
March 16, 2022
4 Ways to Use Retirement Savings to Buy a Home (if You Must): MorningstarMorningstar's Christine Benz ranks the options from "least bad" to "very worst."
March 16, 2022
4 Steps to Building Effective Training Programs for Associate AdvisorsTreating new employees like the professionals they are also increases loyalty to the firm.