Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
New Pershing X Business Unit Launches: Tech Roundup
By Jeff BermanAinslie Simmonds will lead the unit. Also, Carson onboards FeeX fintech retirement services for its financial advisors.
October 13, 2021
The Biggest Financial Planning Mistakes Clients Make: Advisors' AdviceMistakes run the gamut from not having a plan at all to tax errors costing thousands of dollars, financial advisors say.
October 08, 2021
Fidelity Finds 50% Jump in Women Investing Outside of Retirement AccountsAnd self-directed female investors outperform their male counterparts, according to an analysis of 5.2 million accounts.
October 08, 2021
ICI Names New York Life Exec as ChairYie-Hsin Hung says she wants to lead the industry on ESG, diversity and inclusion and fintech.
October 06, 2021
Cathie Wood's Ark Leaving New York for FloridaThe firm will open its new headquarters on Nov. 1 in St. Petersburg, which is home to Raymond James and Dynasty Financial.
September 29, 2021
Cathie Wood Sells $270M in Tesla as Bond Selloff HitsSome 11% of the famous ARK Innovation ETF is still betting on Elon Musk's company, according to data compiled by Bloomberg.
September 29, 2021
Lori Hardwick Named Vestwell ChairHardwick, CEO of RedRock Strategic Partners, also sits on the boards of Cetera, Genstar and Orion.
September 28, 2021
Lisa Pino to Lead HIPAA Privacy AgencyThe HHS Office for Civil Right oversees the HIPAA privacy, security and breach notification rules.