Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Cathie Wood vs. Rob Arnott: Are Stocks in a Bubble?
By Bernice NapachA debate between the two investors at the Morningstar conference pitted the future against the past.
September 16, 2021
How to Shine Online: FMG Suite's Samantha RussellThe digital marketing expert shares how advisors can win new business and better serve existing clients online with the right strategies and content.
September 16, 2021
Edward Jones Plans Pay Equity Studies, $150M in DonationsThe firm's initiatives include an anticipated $150 million in philanthropic contributions in the U.S. and Canada in the next five years.
September 14, 2021
LPL Names Chief Data OfficerCara Dailey joins from Silicon Valley Bank to lead the firm's data and analytics team in a newly created role.
September 14, 2021
Ark's Cathie Wood Forecasts Soaring Prices for Tesla, BitcoinAt the SALT conference, Wood gave her Bitcoin and Tesla price targets and said courts would likely be involved in the Bitcoin ETF fight.
September 13, 2021
Why Vanguard Subadvisor Wellington Is Embracing ESG, Private EquityThey are "well suited" to Wellington Management's active investing approach, says the firm's new CEO, Jean Hynes.
September 10, 2021
FINRA Exam Chief Bari Havlik to RetireShe'll be succeeded by Greg Ruppert on Nov. 1.
September 10, 2021
Parents at Home Need Life Insurance Too: Idea FileYou may know that, but an online agency founder says many young clients don't.