Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
J.P. Morgan Advisors Replaces Retiring CEO
By John ManganaroMollie Colavita, formerly a managing director in the private client services group, will take over for Phil Sieg.
September 15, 2025
Suze Orman Gets It Wrong on Annuities and TaxesAn annuity "never makes sense for tax purposes," Orman told listeners. I think they deserve a better response.
September 12, 2025
Franklin Templeton's CEO Names Her Favorite Alts Vehicle for Wealth ManagersAdvisors have many options to put alternatives to work for their clients, but one stands out, Jenny Johnson says.
September 11, 2025
Citi CEO 'Comfortable' With Andy Sieg Conduct Probe OutcomeCEO Jane Fraser hired Sieg as Citi wealth head two years ago.
September 09, 2025
Pushing 60, Gen Xers Worry They'll Go Broke in RetirementMost think they'll outlive their money, and nearly half plan to work in retirement, Northwestern Mutual finds.
September 09, 2025
How Women Moved Up on Wall Street Despite Pranks, Sexism and WorseAt first, they laughed off the condoms left on their desks, author Paulina Bren details. Later generations lawyered up.
September 09, 2025
15 Best U.S. Colleges: ForbesResearchers ranked 500 institutions based on return on investment, average student debt levels and outcomes for their graduates.
September 08, 2025
Big Retirement Planning Changes Coming in 2025 and BeyondWhether your clients are individuals or plan sponsors, you can help them take advantage of new rules taking effect soon.