Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Two Big Social Security Advisory Groups Join Forces
By John ManganaroNARSSA’s president, Martha Shedden, said partnering with Social Security Advisors is a major step forward for both groups.
September 22, 2025
The 7 Pillars of a Successful Advisory Firm SaleHere's what buyers want to see — and what scares them off, according to consultant Linda Bready.
September 18, 2025
What Ultra-Wealthy Clients Really Want From Advisors"You’re better off not trying to bring them in" if you can't deliver, Linda Mack maintains.
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.