Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
'Bain Is Not Coming in Here to Cut': Envestnet Exec
By John ManganaroEVP Tom Sipp shares an insider's view on Envestnet's sale to Bain Capital and several minority investors.
July 01, 2024
Stop Talking About Nursing HomesFocusing long-term care planning discussions on home care works better, a veteran trainer says.
June 26, 2024
Schwab: Stocks Showing Bearish SignalsA similiar pattern emerged before the bear market of 2022, strategists Liz Ann Sonders and Kevin Gordon note.
June 26, 2024
Orion Rolls Out Menu of Stand-Alone Tech ServicesRisk and compliance supervision services are now being offered à la carte; soon, its trading platform will be.
June 25, 2024
In Wealthy Families, Inheritance Distress Goes Beyond MoneyA common conflict: Who gets to keep sentimental objects and collectibles? What if no one wants them?
June 24, 2024
Troublemakers, Be Warned: AI Is WatchingSmarsh CEO Kim Crawford Goodman tells ThinkAdvisor how new tools can help firms spot bad actors.
June 24, 2024
Two Social Security Claiming Case Studies, One ConclusionWhile it's not true in every situation, the math shows that many people should wait to collect benefits.
June 24, 2024
American College Rolls Out CFP Continuing Education PlatformKnowledge Hub+ will feature more than 60 hours of combined CFP and American College course credits available.