Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Why Many Young Couples Seek Out Female Financial Advisors
By Jane Wollman RusoffAdvisor Amber Miller tells ThinkAdvisor how her gender, and her fee structure, help her attract Gen X and Y clients.
August 23, 2021
Jackson Nabs Fidelity's Compliance ChiefCarrie Chelko joins the annuity provider as an EVP and will become its compliance chief after the demerger with Prudential on Sept 13.
August 23, 2021
Goldman Sachs, Former In-House Attorney End Retaliation SuitMarla Crawford has filed to dismiss a suit that alleged she was fired by the investment firm for trying to bring information on sexual harassment to light.
August 19, 2021
American Express Teams With Startup on Financial Planning Tool: Tech RoundupAlso, RIA Altium Wealth Management has introduced Altelligence, a new investment platform.
August 18, 2021
Why Psychology Is Now a Must for Building Your BusinessHere's why the CFP Board's move to test would-be financial planners on human behavior is such a big deal for all advisors and their practices.
August 18, 2021
Consulting Firm FP Transitions Adds TD Ameritrade, FPA VeteransThe additions also include a former executive of E-Trade and Fidelity.
August 17, 2021
What Schwab's Liz Ann Sonders Is Watching NowSchwab's chief investment strategist recently discussed her outlooks for inflation, the Fed, stimulus packages and tax hikes.
August 17, 2021
TD Ameritrade, FiComm Veteran Joins Carson GroupSamantha Allen has been named vice president of digital marketing, a new position at the firm.