Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Less Than a Quarter of CFPs Are Women (Still)
By Michael S. FischerThe share of planners who are women has been stuck around 23% for years, the CFP Board reports.
January 27, 2022
Market Rotates to Value as Fed Turns HawkishPlentiful jobs, higher wages and strong home prices all point to above-trend growth, perhaps as soon as Q2.
January 27, 2022
Kestra Teams With AdvicePay to Offer Fee-for-Service Planning: Tech RoundupAlso, Riskalyze appointed Dr. Shari Hensrud as vice president of risk and analytics.
January 27, 2022
UBS Launches Program for 'Multicultural Investors'The new segment is led by Melinda Hightower, formerly of JPMorgan Chase.
January 27, 2022
New Ameriprise Ads Spotlight Personalized AdviceThe BD's new tagline is intended to capture the surging demand for advice since 2020, a marketing exec says.
January 26, 2022
Anthem Posts 30% Increase in Medicare Advantage EnrolleesGail Boudreaux, the CEO, is reporting no signs of unusually aggressive price competition.
January 25, 2022
Heather Kane to Chair National Association for Fixed AnnuitiesNAFA is promoting the Retirement 2.0 package in Washington and leading an annuity awareness month effort.
January 25, 2022
January Stock Selloff Is 'Glaring': Schwab's SondersThe S&P 500 is teetering on a correction; the Nasdaq has already slipped into one.