Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How Workforce Stress Is Changing Advisory Firms
By Angie HerbersThere's a new dynamic that uses compassion and flexibility to work with staff to bolster morale and performance.
February 15, 2022
Why Claiming Social Security at 64 or 67 Could Be a Big MistakeAt these ages, waiting just one more year provides a significant jump in benefits.
February 14, 2022
Why Working With Strippers Makes Sense for Financial Planners"There's value to working with stigmatized groups and in markets that aren't overly saturated," CFP Lindsey Swanson says.
February 08, 2022
Betterment Buys Crypto-Focused RIAThe robo–advisor says it is acquiring Makara, an RIA that sells automated cryptocurrency portfolios.
February 07, 2022
Betty White Helped Transform Life Settlement IndustryA life settlement veteran recalls how she helped make what he does mainstream.
February 04, 2022
The $3 Trillion Question: What if Women Invested at the Same Rate as Men?BNY Mellon investigated why they don't — and how those trillions would be invested if they did.
February 04, 2022
5 Keys to Managing When Everyone's Out Sick, AgainAdvisor absenteeism due to illness has reached levels that could have longer-term ramifications, Angie Herbers says.
February 03, 2022
Wall Street Bonus Rules Should Be Revisited at Fed: RaskinSarah Bloom Raskin is keen to revisit sweeping limits on bonuses if confirmed to be the Federal Reserve's top banking watchdog.