Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Cambridge Taps 3 Execs for New Roles
By Jeff BermanThe shifts are "all about continuity of leadership," said CEO Amy Webber, who added: "Our goal is to remain internally controlled."
August 12, 2022
3 Ways to Help Portfolios Get Ready for a Recession: BenzWith a looming slowdown, advisors could consider trimming some investment positions and expanding others, Morningstar's Chrstine Benz says.
August 11, 2022
Jackson's Annuity Stormproofing WorkedAnnuity issuers are talking about what Q2 headwinds did to the shingles.
August 10, 2022
LPL Nabs Wells Fargo ExecKatelyn Shackleton has joined the broker-dealer as executive vice president, Corporate Strategy and New Ventures,
August 10, 2022
Meet Kyla Scanlon: Master of TikTok, Markets and VibesWhen it comes to social media, the "biggest thing is explaining things in a really accessible way ... [and] in a way that's entertaining," she says.
August 09, 2022
BlackRock Strategists: Move Toward High-Quality Bonds"We prefer investment grade credit over equities ... with higher volatility taking shape," the BlackRock Investment Institute said.
August 09, 2022
Wall Street Is Failing Women in RetirementNew efforts from BlackRock and others are laudable, but still miss the mark because they're being shaped by decades of misperceptions.
August 08, 2022
Where 11 Advisors Are Telling Clients to Park Their Cash: Advisors' AdviceNow's a good time to discuss if clients can get higher returns in short-term investments and bank products.