Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
New York Life Appoints Market Manager: Executive Changes
By Allison BellWykeeta Peel will continue to be the manager of the women's market.
June 08, 2022
Life and Annuity Issuers Defend Guarantees at S&P ConferenceEllen Cooper and other CEOs said people still need help with protecting against risk and preparing for retirement.
June 07, 2022
13 Questions to Ask Your Clients About PhilanthropyYou can help your clients with their charitable giving, even if you're not an expert. Here's how.
June 07, 2022
Fake Financial Advisor Gets 4.5 Years in Prison for FraudThe defendant used some of the $3 million scammed from clients for gambling and to make Ponzi payments.
June 06, 2022
Financial Services Can 'Do Better' on Diversity: Pershing CounselTonia Bottoms explains the importance of representation in leadership roles to boost ethnic diversity.
June 03, 2022
A Top LPL Advisor and Advocate Talks Secure Act 2.0, DOL Fiduciary RuleLPL Government Relations Council chair Judy VanArsdale, also a top-ranked advisor, says her clients appreciate her advocacy efforts.
June 02, 2022
How an Insurer Predicts Your Client's Future NowFor Samantha Chow of EIS, every "quick question" an applicant answers can be the start of something big.
June 01, 2022
Explosion of Firm Models Poses a Human Capital ChallengeSince the hiring process has more dimensions than ever, a candidate's goals should match your firm's type.