Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Top 10 Medicare Bills of 2022, So Far
By Allison BellFew stand-alone bills that mention the program have moved past the starting gate.
November 28, 2022
The New Financial Planning Process That Saves Time, Empowers ClientsProfessor Meghaan Lurtz talks to ThinkAdvisor about collaborative planning, using money to manipulate and when clients might need financial therapy.
November 23, 2022
Groups Team Up to Recruit Diverse Talent to Financial ServicesFARE member firms, including Nationwide and Advisor Group, funded a recent hiring event for students of color.
November 23, 2022
Fintech Consultancy Intention.ly Buys C-Suite Social Media: Tech RoundupAlso, SEI expands its strategic pact with fintech firm Canoe Intelligence.
November 18, 2022
Why Recognition Matters: The LUMINARIES Program in ActionAs we showcase our 2022 winners, several aspects of the program are worth highlighting.
November 18, 2022
Meet the 2022 LUMINARIES WinnersThese 33 individuals and firms are making a difference in Community Impact, Diversity & Inclusion, Executive Leadership and Thought Leadership.
November 15, 2022
Stocks Soar on Cool Inflation Reading, but Does This Rally Have Staying Power?The October CPI report was a glimmer of hope, but we might not be out of the woods yet.
November 15, 2022
Goldman Sachs Paid Over $12M to Bury Partner's Claim of Sexist CultureThe confidential payment is likely among the biggest of its kind on Wall Street, where firms use deep pockets to prevent accusations of from becoming public.