Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
SEC Poised to Bless Nasdaq Plan to Spur Diverse Corporate Boards
By Andrew Ramonas and Claire HaoThe SEC is expected to give initial, and potentially binding, approval of the proposal by Aug. 8.
July 22, 2021
Sen. Murray Revives Women's Retirement Protection Act"Even before this pandemic, women in America typically had less money saved for retirement," Sen. Patty Murray said.
July 15, 2021
Strategist Warns of Dot-Com Era 'Bull Trap' in Ark FundCathie Wood's flagship Ark Innovation ETF is up about 19% since mid-May.
July 15, 2021
Envestnet, Dynasty Report Strong Demand for ASx Platform: Tech RoundupAlso, AltsAxis launched an alternative investment platform and social network.
July 15, 2021
New LPL Program Helps Advisors Take Short-Term LeaveThe program provides client-service coverage for up to nine months of family and medical leave.
July 15, 2021
Apex Reshuffles Management, Rothschild DepartsTricia Rothschild is leaving her role as president ahead of the firm's expected $4.7 million initial public offering.
July 14, 2021
Benz, Kitces Debate Advisor Investment Accountability"Who's there to oversee these active investment choices that advisors are making?" Morningstar's Christine Benz asks.
July 13, 2021
15 Advisors Moved to Janney in Q2 From Merrill, Wells Fargo, Other RivalsThe recruits added more than $3.8 billion in assets under advisement to Janney during the quarter.