Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Younger Women Want to Talk About More Than Money With Advisors: Wells Fargo
By Jeff BermanThere is a big generational difference in how women talk about money and seek advice, the firm found in a survey.
March 04, 2021
3 Moves That Can Trip Up Even the Best LeadersKeep in mind that decisions can be undone, and waiting for the perfect choice means you delay taking action.
March 03, 2021
Former Morgan Stanley, Schwab Exec Named First VP of New York FedNaureen Hassan recently served as chief digital officer for Morgan Stanley Wealth Management; earlier she held executive roles at Charles Schwab in Advisor Services and Investor Services.
March 03, 2021
Two Impact Investing RIAs to MergeRachel Robasciotti and Maya Philipson will join Abacus Wealth as director of advocacy engagement and strategic advisor, respectively.
February 26, 2021
TIAA Names Next CEOThasunda Brown Duckett will lead a company that has paid out more than $500 billion in retirement income and other benefits.
February 25, 2021
5 Questions Top-Performing Advisors AskAfter 20 years of working with advisors, I've learned how the best advisors guide their businesses. Here are some of their secrets.
February 22, 2021
Apex Clearing to Go Public via SPACDo partners Northern Star and Apex view this deal as an "opportunity to take on #Schwabitrade more directly?" asks blogger Michael Kitces.
February 18, 2021
Hightower Adds Ex-Pershing CEO and Green Square Exec to BoardLisa Dolly and Darrell Horn are now board members.