Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Ark's Cathie Wood: Disruptor Meets Disruption
By Ginger Szala | Bernice NapachHere is how Wood leads a $50 billion ETF shop even when facing market headwinds.
March 18, 2021
How to Stop Toxic Positivity From Eroding Your Firm's CultureAn open and honest company culture requires openness to negativity.
March 17, 2021
MetLife CEO Appears at UN Women's Empowerment EventMichel Khalaf said gender equality must come from the C-suite, which must build grassroots support as well.
March 16, 2021
Schwab's Sonders: Social-Media Driven Investors Need to Wise UpThe Schwab strategist said she hopes these new investors learn to think long term "without a calamity having to happen."
March 15, 2021
Beware of 'Over-Segmenting' Your ClientsMarketing and fintech expert April Rudin discussed some Merrill data on wealthy clients that "flies in the face" of conventional wisdom.
March 12, 2021
The Future Can Be Female: Starting the Finance CEO Pipeline EarlierTake it from the men who grew up playing computer games: The path to the C-suite needs to start in childhood.
March 11, 2021
The Do's and Don'ts of Building Your Firm's CultureA positive mindset is helpful, but you need more than that for your leadership to succeed at creating the best culture for your advisory business.
March 10, 2021
Younger Women Want to Talk About More Than Money With Advisors: Wells FargoThere is a big generational difference in how women talk about money and seek advice, the firm found in a survey.