Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
J.P. Morgan Wealth Unit Launches QuickDeposit: Tech Roundup
By Jeff BermanIn addition, Rose Palazzo was named group president of Envestnet Financial Planning and will lead MoneyGuide operations.
January 09, 2023
Got a Hiring Crunch? Maybe Your Firm's the ProblemIf you take a hard, honest look, you might find several reasons job candidates steer clear of joining your firm.
January 06, 2023
How to Personalize the Client Experience: Julie LittlechildGive clients what they want, not what you think they want, the Absolute Engagement founder says.
January 05, 2023
Fix Portfolios for End of Free Money: J.P. Morgan StrategistJ.P. Morgan Asset Management recommends focusing on fundamentals and embracing bonds.
January 05, 2023
Onramp Launches SMA Solution for Advisors, Asset Managers: Tech RoundupAlso, an activist investor nominated four candidates, including ex-UBS Exec Tom Naratil, to Envestnet's board.
January 05, 2023
Board Names Tony Cheng to Lead RGAAnna Manning will continue to be the life reinsurer's CEO until the end of the year.
January 04, 2023
Morgan Stanley Takes On UHNW Challenges Beyond Tax PlanningThe Family Legacy and Governance Institute is intended to help with "qualitative" planning needs, Glenn Kurlander says.
January 03, 2023
10 Ways to Help Clients Cope With DeathAdvisors should know both estate-planning techniques and how to speak with clients facing the death of relatives.