Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Onyx Subscription Service for Minority Advisors to Launch May 9
By Jeff BermanMembers get a bundled tech stack and discounted access to service providers for a monthly fee.
April 26, 2022
Edelman Financial Engines Nabs Goldman Exec as Its New CFOAt Goldman, Suzanne van Staveren played a key role in integrating Ayco and United Capital.
April 26, 2022
Biden's Key DOL Pick Could Get Senate Vote This WeekLisa Gomez's nomination to lead retirement plan oversight could come up for a vote on the Senate floor as early as Tuesday.
April 21, 2022
How HNW Millennials and Gen Zers View Their WealthYounger generations have different opinions on how wealth should be saved, spent and given away.
April 19, 2022
LPL Launches Paraplanning Services for Its AdvisorsThe firm's also testing tax and HNW services, says Aneri Jambusaria, EVP of its Planning & Advice Services.
April 19, 2022
New WealthConductor App Lets Advisors Use Health Data in Retirement PlanningIncomeConductor Health+ will enable advisors to use data like longevity and health care expense projections in client plans.
April 15, 2022
AIG Names Investment Chief for Corebridge SpinoffSabra Purtill has been AIG's chief risk officer.
April 14, 2022
Seeking Balance in a Volatile Market: Be Careful What You OwnNow is the time to pick solid companies, not take big sector bets.