Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
What Ultra-Wealthy Clients Really Want From Advisors
By Jane Wollman Rusoff"You’re better off not trying to bring them in" if you can't deliver, Linda Mack maintains.
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.
September 07, 2025
Gen X Retirement Savers Need Emotional SecurityOne way to give them that is to address long-term care planning.
September 05, 2025
Carson's Latest Hires Include Ex-Commonwealth HNW ExecHeather Zack joins the group's private client services team and will report to Dani Fava, chief strategy officer.