Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Apex Clearing to Go Public via SPAC
By Janet LevauxDo partners Northern Star and Apex view this deal as an "opportunity to take on #Schwabitrade more directly?" asks blogger Michael Kitces.
February 12, 2021
T. Rowe Price Expands 2 Execs' DutiesRob Sharps and Celine Dufétel will take on added responsibilities to help the firm meet industry challenges.
February 08, 2021
How Online Brokers Can Help Protect Investors From Costly MistakesIt's not about restricting trades but empowering traders to make better decisions.
February 04, 2021
U.S. Bank Hires Wealth Management Exec From JPMorgan ChaseScott Ford is overseeing the nationwide network of U.S. Bank Wealth Management Affluent professionals.
February 03, 2021
Advisor Group Names Ford Head of Advisor EngagementEarlier, the industry veteran was CEO of KMS Financial, a broker-dealer acquired by Advisor Group from Ladenburg Thalmann.
February 02, 2021
Buckingham Wealth Taps Levine as Chief Planning Officer"We'll miss friends/fam in the Northeast, but fam's excited for the move to St Louis!" the popular CPA said on social media Tuesday.
January 28, 2021
Two Women in Wealth Are Shaping the FutureWomen in Wealth is our spotlight this month, looking at it from the technology and career aspects.
January 28, 2021
How Women Network, Bond at Industry EventsHuffington Post blogger shares what it's like to bond with another female executive at an industry event.