Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Google Reviews Are the New Client Referrals: Samantha Russell
By Jeff BermanThe new Google Screened "could be a huge game changer" under the new SEC ad rule, she says.
November 23, 2021
Annuity Issuer Names New CEOGeorgette Nicholas has taken over as CEO of Midwest Holding, a small life insurer with big ambitions.
November 22, 2021
4 Warning Signs Investors Aren't Happy With Their AdvisorsWe noticed shifting investor behavior and did a study to find out why. Here's how advisors can adapt.
November 22, 2021
Cathie Wood's Genomics Fund Is Down 27% and Outflows Are Growing"It's interesting that typically loyal Ark investors have been bailing on the ETF," said Nate Geraci, head of The ETF Store.
November 22, 2021
Christine Benz on the Industry Issue That Keeps Her Up at NightThe Morningstar columnist also dishes on her love of cooking and why "life planning" is the next frontier for advisors.
November 22, 2021
Vanguard Adds Fourth Female Board MemberTara Bunch leads global operations at Airbnb, where she oversees customer service and payments for hosts.
November 19, 2021
How Divorce Affects Charitable GivingDonor-advised fund accounts can help ex-spouses divide certain assets and develop their own charitable missions.
November 18, 2021
Thomas H. Lee Advisory Partner Buys Stake in $2B Austin RIAKent Weldon, who is also a Morgan Stanley alum, is backing an RIA led by Merrill Lynch veteran Russ Norwood.