Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
She Built a Virtual Planning Firm for Millennials Before It Was Cool
By Jane Wollman Rusoff"I really didn't feel like helping a bunch of rich, white, old guys get richer," Sophia Bera, a CFP, tells ThinkAdvisor.
June 28, 2021
Cathie Wood's Ark Files for Bitcoin ETF as Wait for SEC Goes OnThe ARK 21Shares Bitcoin ETF would track the cryptocurrency's performance and hold Bitcoin, too, says a filing.
June 28, 2021
Ark Fans Breathe Sighs of Relief as Cathie Wood Mounts ComebackInflows are picking up, as her flagship fund has gained 26% since its May low. Can she keep it going?
June 25, 2021
Why It Pays to Take a Closer Look at TechnologyWith a well-thought-out strategy, tech can serve as a force multiplier when it comes to raising a firm's valuation.
June 25, 2021
How to Become the Advisory Firm of the FutureNow is the time to "rethink the way work happens and where it happens," Altair Advisers' CEO says.
June 24, 2021
Envestnet's Dani Fava: Why Entry of Apple, Amazon Into Finance Would Be Good for AdvisorsThese firms are positioned to "finally get into our space and really disrupt it," but that's not bad news, she says.
June 24, 2021
Leaders Need to Gain Trust — Here's HowTwo decades in this business have taught me that the best leaders follow these key best practices to thrive.
June 23, 2021
Women's Charitable Giving Reached New Heights in 2020The COVID-19 pandemic boosted many givers' generosity, a study from Fidelity Charitable has found.