Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
CEO Tyrone Ross Exits Onramp; Dani Fava Leaves Board
By Jeff BermanEric Ervin, who co-founded the fintech firm with Ross, has become the firm's new CEO.
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.
February 18, 2022
Does Today's Stock Turmoil Look Familiar? We Asked 4 Investing ProsChristine Benz, Gary Shilling and others discussed which era the current market pullback reminds them of.
February 17, 2022
How Workforce Stress Is Changing Advisory FirmsThere's a new dynamic that uses compassion and flexibility to work with staff to bolster morale and performance.
February 17, 2022
LUMINARIES 2022 Nominations Portal Now OpenThinkAdvisor's industry recognition program is accepting nominations through April 29, and there's no cost to participate.