Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
What 11 Industry VIPs Are Reading Right Now
By Michael S. FischerRic Edelman, Liz Ann Sonders and a host of other financial experts share the titles of books (and one podcast) they recommend.
December 06, 2021
NYSE Names New President, Chairwoman as Part of ICE Leadership ShakeupLynn Martin will become the second female president of the NYSE; board member Sharon Bowen will become chair.
December 06, 2021
Commonwealth Launches Mentorship Program for Female AdvisorsThe firm aims to boost support and career development for this group of financial professionals.
December 06, 2021
Liz Ann Sonders: Time to Move Beyond Stocks and BondsThe two asset classes have mostly been moving in the same direction in recent decades, the Schwab strategist tells ThinkAdvisor.
December 03, 2021
Veteran Advisor Sues J.P. Morgan After Jumping to the Firm From MerrillThe head of the $1 billion Campbell Group alleges the Private Bank has been aggressively trying to poach her clients.
December 02, 2021
New Court Date Set for Suspect in Merrill Exec's MurderThe next court date is Jan. 20 to set a date for a preliminary hearing for Anthony Duwayne Turner, accused of killing Michelle Avan.
November 30, 2021
Where 401(k)s, and Retirement Savers, Need Help: T. Rowe PriceOne takeaway: Lower expected returns mean a bigger role for active management and opportunities for advisors.
November 24, 2021
'The Changing Complexion of Wealth': Attracting More Diverse Talent at MerrillThe wealth management exec says the industry must "take steps to make this profession more appealing for talent we wish to attract."