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A financial services executive discusses why a lack of representation in the space could put more women at risk of financial ruin.

Shree Reddy is the senior vice president of banking technology at PenFed, America's second-largest federal credit union.

David Dawkins is managing director and business execution director at Wells Fargo Advisors.

He is also a board member of the SIFMA Foundation, which focuses on youth investors and financial education.

Lisa Cregan is head of field leadership readiness and acquisition at Morgan Stanley.

Over a 40-year career, she has worked to make the financial services industry more inclusive and successful by welcoming talent from across the spectrum. In 2022, she founded the Climb-Pause-Lift Foundation, which supports women athletes through scholarships, grants and avenues to internships and full-time positions in wealth management. She is a trustee emerita for the Women's Sports Foundation, founded in 1974 by Billie Jean King, and is a contributor to the Georgetown University Women's Leadership Institute.

On Wall Street, investors welcomed the Federal Reserve's decision to hold interest rates steady on Wednesday.

Torben Robertson is the content marketing manager at Cardata.

The Wall Street giant is looking to fix its place in what's project to be a $10 trillion market by 2030.

The surprise new winner of a closely tracked customer report card surged to the top spot from No. 14 in a year of positive marks reflecting rising stock values.

For many facing the post-career phase of their lives, retirement is less about finance and more about the need for continued meaning and purpose.

Alison Nest says wealth managers can play a particularly useful role in helping investors navigate the intricacies of private equity, private credit and similar investments.