Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Barb Marder to Lead Retirement, Health Research Group
By John ManganaroThe former Mercer executive will seek to combine research on health and wealth, while boosting EBRI membership.
March 27, 2023
Here's the Price Advisors Will Pay if They Don't Treat These Clients BetterMy prediction of what's next for the financial advisory business doesn't have to happen. Here's the key change that can make a difference.
March 27, 2023
Investors Jumping to Higher Rates in Money Market Accounts: Franklin Templeton CEOJenny Johnson also has advice on what stocks make most sense if we go into a recession.
March 23, 2023
Finding Opportunities in a Stock Picker's MarketThere are opportunities amid the mixed signals on inflation and the economy and expectations for a slowdown.
March 23, 2023
Yellen Says U.S. Ready to Take More Deposit Actions If NeededBank stocks fluctuated after her prepared remarks were released. The KBW Bank Index traded down about 1.7% Thursday.
March 23, 2023
Broadridge Teams With Apex on Tax Reporting: Tech RoundupAlso, Orion announced leadership changes in its wealth unit, and Absolute Engagement launched an "engagement engine."
March 21, 2023
How to Get Clients Back on Track After an Unexpected RetirementPrivate wealth advisor Jill Williams uses her personal experience to help prepare clients for unplanned situations.
March 17, 2023
Do All of Your Clients Have an Estate Plan? They Probably Should.Starting the process early yields the best results, attorney Holly Geerdes tells ThinkAdvisor.