Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Gen X Retirement Savers Need Emotional Security
By Don ConnellyOne way to give them that is to address long-term care planning.
August 25, 2025
Industry Veteran Hassan Tapped as DriveWealth CEOHassan, who left UBS last year, worked earlier for the Federal Reserve Bank of New York, Morgan Stanley and Charles Schwab.
August 22, 2025
Proposed Social Security-Style Long-Term Care Benefit Gets High MarksProvisions of the WISH Act would dramatically improve many Americans’ retirement prospects, a Morningstar report suggests.
August 22, 2025
SEC Chief Taps Armed Forces Judge to Lead Enforcement UnitSEC Chair Paul Atkins selected Margaret “Meg” Ryan, who once clerked for Supreme Court Justice Clarence Thomas.
August 21, 2025
The New Question Everyone Seems to Be Asking About AISome skepticism is understandable, Orion CEO Natalie Wolfsen says, but ignoring the tech is an unviable path.
August 20, 2025
3 Strategies to Create a Brand That Grows With and For YouFlash-in-the-pan marketing campaigns won't cut it — wealth management is a long-term relationship.
August 19, 2025
Suze Orman: Time to 'Be Conservative' With Your Retirement PortfolioTaking 4% withdrawals in early retirement could be a mistake now due to the risk of high inflation, Orman tells ThinkAdvisor.
August 13, 2025
Financial Marketing Has a New GameboardIf your clients are feeling nervous in today's environment, it's a good time to reach out.