Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
iCapital Expands Pact With Bridgewater: Tech Roundup
By Jeff BermanAlso, Broadridge onboards UBS onto its distributed ledger repo platform.
August 09, 2021
LPL Testing Paraplanning, Other Advisor ProgramsThe firm is learning from innovators such as Peloton and Amazon to offer its advisors more digitally based services.
August 09, 2021
25 Top Foreign-Stock Funds: MorningstarSusan Dziubinski's latest roundup includes offerings from American Funds, DFA, Oakmark, Vanguard and others.
August 09, 2021
SEC Approves Nasdaq Board Diversity PlanThe rules give investors "a better understanding of Nasdaq-listed companies' approach to board diversity," said SEC Chairman Gary Gensler.
August 09, 2021
ARK, Guggenheim to Launch Innovation-Focused UITCathie Wood's trademark emphasis on disruptive technology will be the unit investment trust's core strategy.
August 05, 2021
Vaccines Should Shield Life Insurers From COVID-19 Variant Deaths: RGAAnna Manning, the CEO, says the vaccines performed well against the delta variant in the United Kingdom.
August 05, 2021
Onramp Invest Raises $6M: Tech RoundupAlso, Susan Theder, Advisor Group chief marketing officer, has joined the board of directors of regtech firm ComplySci.
August 04, 2021
Where Should You Invest First? Start With Your ClientsInvesting in technology is essential to all advisory practices and should focus on improving the client experience.