Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
January Stock Selloff Is 'Glaring': Schwab's Sonders
By Bernice NapachThe S&P 500 is teetering on a correction; the Nasdaq has already slipped into one.
January 21, 2022
TIAA Hires Micky Onvural to Lead Marketing: Personnel MovesFlorida Blue's parent has its first chief health equity officer. NFP has a new Northeast region co-president.
January 21, 2022
Laird Norton, Wetherby Merge to Create $15B Wealth GroupThe combined entity is being led by Kristen Bauer and has offices in Seattle, San Francisco, Los Angeles and New York.
January 20, 2022
Senators Want Workers to Get More Financial AdviceThey want the advice to be trusted, affordable and low on conflict.
January 13, 2022
Riskalyze Adds Tricia Rothschild to Board: Tech RoundupAlso, Redtail Technology opens its text messaging platform to all advisors.
January 12, 2022
State Street Says Companies Must Have Women on Their BoardsThe asset manager will only invest in firms that have at least one woman on their boards in the upcoming proxy season.
January 12, 2022
Cathie Wood Hits Back at Critics, Sticks to ConvictionsLosses for Ark's six funds range from 4% to 9%, while the S&P 500 and Nasdaq are down 1% and 3%, respectively, year to date.
January 12, 2022
Cambridge's Amy Webber on Leadership and the Shrinking Labor MarketThe Cambridge Investment Research executive weighs in on challenges the industry is facing, artificial intelligence and the pandemic.