Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Do You Need $1.5M to Retire? 5 Experts Weigh In on the New Magic Number
By John ManganaroChristine Benz, David Blanchett, Michael Finke, Jamie Hopkins and Marcia Mantell discuss the latest retirement target.
March 26, 2024
Marcia Mantell Takes to NPR to Fight Social Security ConfusionRecord numbers of people are turning 65 each day, and there's a lot they need to know, she says.
March 25, 2024
Suze Orman: 'Smart People Don't Pass Up Free Money'SecureSave co-founders Orman and Devin Miller, its CEO, say even the wealthy should have workplace emergency savings accounts.
March 22, 2024
Dani Fava Is Leaving EnvestnetShe is moving to "a company well-placed to capitalize on emerging industry trends," she said on LinkedIn.
March 20, 2024
9 Ways Women and Men Invest DifferentlyA Fidelity study of 5 million accounts over 10 years found women held a slight performance edge.
March 19, 2024
How to Boost Client Confidence, According to ResearchAdvisors must "get inside the hearts and minds of clients in a more robust way," Julie Littlechild says.
March 19, 2024
How to Help Women Claim Social Security in 4 Different SituationsHow advisors explain clients' benefit claiming options can make or break financial success in their 80s and beyond.
