Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
LPL Launches Paraplanning Services for Its Advisors
By Jeff BermanThe firm's also testing tax and HNW services, says Aneri Jambusaria, EVP of its Planning & Advice Services.
April 14, 2022
Seeking Balance in a Volatile Market: Be Careful What You OwnNow is the time to pick solid companies, not take big sector bets.
April 13, 2022
Retirement Income? Uh, What's That?Even in a place where you'd think the users would have all had a plan: Nope.
April 13, 2022
Fix the Life Distribution Pipes: Bestow's Lena ChukhnoShe's in charge of helping a life startup get bigger fast.
April 11, 2022
Retirement Planning Is No Laughing Matter: WealthConductor CEOYour clients want a customized planning approach that addresses their biggest fears, Sheryl O'Connor tells ThinkAdvisor.
April 08, 2022
UBS Wealth Unit Launches Group to Focus on Inclusive InvestingThe effort, led by Karen Sunderam, aims to improve outcomes for underrepresented or marginalized groups.
April 07, 2022
Robinhood Rolls Out Crypto Wallet to 2M UsersThe tool lets users buy cryptocurrencies and NFTs outside of the firm's trading platform.
April 06, 2022
Hedge Fund Firms Hired Women for Almost Half of New ESG JobsAt the same time, women made up just 29% of overall hires in alternative asset management, says HFObserver.