Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Stocks May End 2023 Higher After Bumpy Trip: Dana D'Auria
By Dinah Wisenberg BrinAdvisors should look at how they can personalize client portfolios at scale, said Envestnet's co-CIO.
February 16, 2023
Next Hearing Set for Suspect in BofA-Merrill Exec's KillingThe next hearing for ex-broker Anthony Duwayne Turner is scheduled for March 13.
February 16, 2023
3 Reasons Markets Could Get Worse Before They Get BetterA Bank of America strategist expects some risky events this year but says there are bright spots to be found.
February 16, 2023
Commonwealth Sets Recruiting Record in 2022The firm onboarded 270 advisors with a record-breaking $11.24 billion in client assets, it says.
February 15, 2023
Bond Investors Could Score Major 'Tax Alpha' This YearPolicy shifts could tee up some excellent tax loss harvesting opportunities in fixed income, Parametric's Nisha Patel says.
February 15, 2023
10 Tips for Marketing Your Tax Planning ServicesMore than 90% of advisory clients want tax guidance but only 25% are getting it, Samantha Russell says.
February 14, 2023
What Big Firms Still Aren't Getting About Diversity: Lazetta Rainey BraxtonDiversity, equity and inclusion are not enough, the co-CEO of 2050 Wealth Partners tells ThinkAdvisor.
February 13, 2023
These 5 Questions Make Client Review Meetings Fun Again: Meghaan LurtzClients want more connection, and review meetings, done right, are a great way to build it, Lurtz says.