Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Jackson Nabs Fidelity's Compliance Chief
By Phillip BantzCarrie Chelko joins the annuity provider as an EVP and will become its compliance chief after the demerger with Prudential on Sept 13.
August 18, 2021
Why Psychology Is Now a Must for Building Your BusinessHere's why the CFP Board's move to test would-be financial planners on human behavior is such a big deal for all advisors and their practices.
August 18, 2021
Consulting Firm FP Transitions Adds TD Ameritrade, FPA VeteransThe additions also include a former executive of E-Trade and Fidelity.
August 17, 2021
What Schwab's Liz Ann Sonders Is Watching NowSchwab's chief investment strategist recently discussed her outlooks for inflation, the Fed, stimulus packages and tax hikes.
August 17, 2021
TD Ameritrade, FiComm Veteran Joins Carson GroupSamantha Allen has been named vice president of digital marketing, a new position at the firm.
August 17, 2021
Cathie Wood Hits Back at Michael Burry, Says China Turmoil Boosts U.S. TechBurry's Scion Asset Management owned bearish put contracts against 235,500 shares of the ARK Innovation ETF as of June 30.
August 16, 2021
Meet the LUMINARIES Class of 2021This pioneering recognition program shines a spotlight how advisors and firms are moving the industry forward in the areas that matter most to advisors.
August 12, 2021
5 Top Market Predictions From Ark's Cathie WoodDespite continued inflation concerns, the Ark CEO and CIO points to several "deflationary signals" in the market.