Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
From Intention to Action: Advancing DEI in Your Practice
By Scarlett Abraham ClarkeTalk is cheap, action takes investment, says Commonwealth's chief diversity, equity and inclusion officer.
February 04, 2021
U.S. Bank Hires Wealth Management Exec From JPMorgan ChaseScott Ford is overseeing the nationwide network of U.S. Bank Wealth Management Affluent professionals.
February 03, 2021
Advisor Group Names Ford Head of Advisor EngagementEarlier, the industry veteran was CEO of KMS Financial, a broker-dealer acquired by Advisor Group from Ladenburg Thalmann.
February 02, 2021
Buckingham Wealth Taps Levine as Chief Planning Officer"We'll miss friends/fam in the Northeast, but fam's excited for the move to St Louis!" the popular CPA said on social media Tuesday.
January 28, 2021
Two Women in Wealth Are Shaping the FutureWomen in Wealth is our spotlight this month, looking at it from the technology and career aspects.
January 28, 2021
How Women Network, Bond at Industry EventsHuffington Post blogger shares what it's like to bond with another female executive at an industry event.
January 28, 2021
Female Tech Leaders Who've Topped the ChartsThirty women in wealthtech have been recognized in special coverage by Investment Advisor/ThinkAdvisor to date.
January 28, 2021
Women in Wealth: Why It's Their MomentTegra118 CEO Cheryl Nash and tech-savvy marketing expert April Rudin weigh in.