Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Wealth Enhancement Group Nabs $727M RIA in Connecticut
By Jeff BermanThe addition of Reby Advisors will increase WEG's metro New York location count to eight.
January 11, 2021
$435M Team Ditches Merrill for Sanctuary WealthThe move comes as Merrill is closing its offices in the Ohio city where the team is based, Sanctuary says.
January 11, 2021
Retirement Literacy Among Women (and Men) Is Woefully Low: SurveyWomen scored worse than men on a test of retirement literacy, but they're also more open to financial advice, according to The American College.
January 04, 2021
Why Schwab's Kathy Jones Finds Fixed Income FascinatingSchwab's senior VP of fixed income strategy tells ThinkAdvisor her 2021 outlook and how she climbed from English lit major to bond guru.
December 30, 2020
Do 70/30 Portfolios Make Sense for Retirees?Morningstar's Christine Benz reviews the holdings of a couple in their 70s, who asked if their portfolio could benefit from a makeover.
December 29, 2020
3 Ways to Step Up Cybersecurity in Wake of SolarWinds BreachUse these events "as a learning opportunity and strive to make [your] data more secure," says F2 Strategy's Scott Lamont.
December 22, 2020
5 Ways to Prep Gig-Worker Clients for Retirement: Morningstar's BenzThe number of independent contractors is up 15% in last decade. Here's how to help these workers plan for the future.
December 17, 2020
Black, Latina Women Confident About Financial GoalsJ.P. Morgan poll finds nearly 20% of affluent Black and Latina women began investing this earlier year vs. 5% of their white counterparts.