Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How Advisors Can Get Ready for New SEC Marketing Rule
By Jeff BermanHere's what to know about embracing new marketing channels compliantly.
September 13, 2022
Penny Phillips, Dave Welling, Jason Wenk: How to Serve More Clients, BetterThe three CEOs highlight how advisors can embrace change and build trust.
September 09, 2022
Sarah Iselin to Lead Massachusetts Blue: Executive ChangesThe health insurer has $8 billion in annual revenue.
September 08, 2022
'Diversity Is Just Good for Business': Schwab's Leslie TaborThe first-generation Filipino American and investor discusses going from administrative assistant to financial advisor and mentor.
September 08, 2022
How Advisors Can Help Clients With a Terminal IllnessProper planning done compassionately can save these clients a lot of angst, advisor and physician Carolyn McClanahan says.
September 08, 2022
Emerge Launches 10 ETFs Led by WomenLed by Lisa Langley, the Canadian firm also has some ETFs sub-advised by Cathie Wood's Ark Investment Management.
September 07, 2022
Peggy Tsai Takes Reins at MDRTTsai is an advisor with a life insurer based in Taiwan.
September 06, 2022
TCW Hires Goldman Veteran as CEOKatie Koch joins the $220 billion asset manager after 20 years at Goldman, where she rose to become partner.