Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Commonwealth's New Wealth Exec Tells Advisors: We're Here for You
By Jeff BermanThe firm offers services, like advanced tax and estate planning, to help advisors overcome challenges, Karen McColl tells ThinkAdvisor.
March 22, 2021
Ark's Cathie Wood: Disruptor Meets DisruptionHere is how Wood leads a $50 billion ETF shop even when facing market headwinds.
March 19, 2021
Delegate the Jobs You Hate, Execs Tell AdvisorsAnd if you'd rather focus on client service instead of dealmaking, "That's perfectly OK," says Penny Phillips of Journey Strategic Wealth.
March 19, 2021
Third of Women Say It Will Take a Year or Longer to Financially Recover From COVID-19Women of color anticipate it could take them an average of six years, according to an Edelman Financial Engines survey.
March 18, 2021
How to Stop Toxic Positivity From Eroding Your Firm's CultureAn open and honest company culture requires openness to negativity.
March 17, 2021
MetLife CEO Appears at UN Women's Empowerment EventMichel Khalaf said gender equality must come from the C-suite, which must build grassroots support as well.
March 16, 2021
Schwab's Sonders: Social-Media Driven Investors Need to Wise UpThe Schwab strategist said she hopes these new investors learn to think long term "without a calamity having to happen."
March 15, 2021
Beware of 'Over-Segmenting' Your ClientsMarketing and fintech expert April Rudin discussed some Merrill data on wealthy clients that "flies in the face" of conventional wisdom.