Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How to Fine-Tune Your Client's Social Security Claiming Strategy
By Marcia MantellA pre-retiree presented three scenarios for claiming spousal benefits. He understood most of the rules, but the devil's in the details.
June 28, 2021
Ark Fans Breathe Sighs of Relief as Cathie Wood Mounts ComebackInflows are picking up, as her flagship fund has gained 26% since its May low. Can she keep it going?
June 25, 2021
Why It Pays to Take a Closer Look at TechnologyWith a well-thought-out strategy, tech can serve as a force multiplier when it comes to raising a firm's valuation.
June 25, 2021
How to Become the Advisory Firm of the FutureNow is the time to "rethink the way work happens and where it happens," Altair Advisers' CEO says.
June 24, 2021
Envestnet's Dani Fava: Why Entry of Apple, Amazon Into Finance Would Be Good for AdvisorsThese firms are positioned to "finally get into our space and really disrupt it," but that's not bad news, she says.
June 24, 2021
Leaders Need to Gain Trust — Here's HowTwo decades in this business have taught me that the best leaders follow these key best practices to thrive.
June 23, 2021
Women's Charitable Giving Reached New Heights in 2020The COVID-19 pandemic boosted many givers' generosity, a study from Fidelity Charitable has found.
June 22, 2021
Herbers & Co. Rolls Out Mobile Training AppThe new subscription-based app will provide instructional materials to growth-focused advisors in the U.S. and abroad.