Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
60/40 Portfolio Slump: Omen or Opportunity?
By Dinah Wisenberg BrinInvesting pros weigh in on what the balanced strategy's worst year in decades tells us about the future.
October 13, 2022
How Retirees Can Withstand a Tough Market Winter as Inflation Stays HighRough economic times appear to be ahead, but there are opportunities to be found, analysts say.
October 13, 2022
Schwab Pilots New Broadridge Proxy Polling Solution: Tech RoundupAlso, Lori Hardwick was appointed chair of Docupace's board of directors.
October 13, 2022
16 Richest Women in the U.S.: Forbes, 2022We combed through the latest Forbes 400 to identify the wealthiest women.
October 12, 2022
Ex-RIA Comptroller in Father-Daughter Ponzi Scheme Gets 6-Year SentenceThe former comptroller's father, an ex-Securities America broker, was previously sentenced to 13 years in prison.
October 11, 2022
Cathie Wood's Open Letter to Fed Draws SnarkWood posted the letter as her ARK Innovation ETF tumbled further. But she's not the only prominent investor taking issue with Fed policy.
October 10, 2022
11 Ways Tax Planning Can Grow Your FirmTax planning can help advisors increase referrals, organic growth and AUM, Angie Herbers says.
October 06, 2022
What the Future of Annuities Means for AdvisorsThe shift from accumulation to decumulation is a tough one that advisors must help clients navigate, Kelli Hueler says.