Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Vestmark Adds 6 New SMA Strategies: Tech Roundup
By Jeff BermanAlso, Financial Services Institute teams with Broadridge to introduce free Form CRS Video Guide for FSI members.
January 23, 2023
What 'Safe Withdrawal' Rates Really Mean (and Don't Mean): Christine BenzResearchers say "safe withdrawal" research remains useful, but it is also very easy to misinterpret.
January 20, 2023
CFP Diversity Ticks Up in 2022While almost 30% of new CFPs in 2022 were women, the total remains stuck under 24%.
January 20, 2023
6 New Marketing Tips for Growing Financial AdvisorsEmphasize the complexity of financial advising without making people feel like they are being talked down to.
January 17, 2023
Ex-AARP Lobbyist Named New SEC Investor AdvocateCristina Martin Firvida oversaw federal and state advocacy on Social Security, pensions and more at AARP.
January 17, 2023
What Your Clients Don't Know About Longevity Could Hurt Their RetirementMost Americans don't know how long they can expect to live, on average. The ones who do are better savers.
January 13, 2023
8 Steps to Building a Thriving RIA BusinessThree marketing and business execs laid out a strategic path for starting out and scaling.
January 12, 2023
J.P. Morgan Wealth Unit Launches QuickDeposit: Tech RoundupIn addition, Rose Palazzo was named group president of Envestnet Financial Planning and will lead MoneyGuide operations.