Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Schwab's Sonders: 5 Economic, Market Predictions Amid Russia-Ukraine Tension
By Jeff BermanWill inflation continue? Is a recession coming? The chief investment strategist discusses these issues in her latest note.
February 17, 2022
How Workforce Stress Is Changing Advisory FirmsThere's a new dynamic that uses compassion and flexibility to work with staff to bolster morale and performance.
February 17, 2022
LUMINARIES 2022 Nominations Portal Now OpenThinkAdvisor's industry recognition program is accepting nominations through April 29, and there's no cost to participate.
February 16, 2022
Jessica Altman to Lead Covered CaliforniaShe will be leaving a contentious battle over an insolvent long-term care insurer.
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.