Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How to Attract Next-Gen Talent: Kate Healy
By Jane Wollman Rusoff Jane Wollman RusoffThe industry veteran and LUMINARIES judge says younger individuals just "don't seem to know about financial planning."
February 24, 2022
Advisor Group Names 3 Executives to New PostsTim Hodge, Jen Roche and Aisha Adams have previously worked at firms like LPL, AssetMark and Lincoln Financial.
February 23, 2022
Schwab's Sonders: 5 Economic, Market Predictions Amid Russia-Ukraine TensionWill inflation continue? Is a recession coming? The chief investment strategist discusses these issues in her latest note.
February 23, 2022
'Women in FinCrime' Event Set for March 3AnnaLou Tirol, deputy director at the U.S. Financial Crimes Enforcement Network, will be delivering a keynote address.
February 18, 2022
Does Today's Stock Turmoil Look Familiar? We Asked 4 Investing ProsChristine Benz, Gary Shilling and others discussed which era the current market pullback reminds them of.
February 17, 2022
How Workforce Stress Is Changing Advisory FirmsThere's a new dynamic that uses compassion and flexibility to work with staff to bolster morale and performance.
February 17, 2022
LUMINARIES 2022 Nominations Portal Now OpenThinkAdvisor's industry recognition program is accepting nominations through April 29, and there's no cost to participate.
February 16, 2022
Jessica Altman to Lead Covered CaliforniaShe will be leaving a contentious battle over an insolvent long-term care insurer.