Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Ex-Banker Accused of Killing BofA Exec Faces Added Charges
By Dinah Wisenberg BrinThe "special allegation" charges mean Anthony Duwayne Turner could face the death penalty if convicted.
March 03, 2025
Talk to Your Female Clients Now About Social SecurityThe majority of beneficiaries are women, and recent changes give advisors a good reason to reach out.
March 03, 2025
7 Factors to Consider When Choosing a Retirement CommunityPicking the right landing spot is one of the biggest decisions a client can make.
February 28, 2025
'Stop Treating Money Like Math,' Podcaster and Planner Says"Everyone's Talkin' Money" host Shannah Game, a CFP, talks to ThinkAdvisor about planning from a "therapeutic perspective."
February 24, 2025
Social Security Claiming: The Case of Medicare and the Non-Working SpouseSpouses without an earnings record must wait for their working spouse to file, but Medicare is another matter.
February 20, 2025
Jackson Still Has Too Much MoneyThe annuity issuer might cope with the extra cash by buying something.
February 18, 2025
Most Women Are the Primary Investors in Their Household: CFP BoardThe increasing role in household money matters creates a growing opportunity for tailored advice, the Board says.
February 18, 2025
Cresset Names New Chief People OfficerMelissa Karetny previously led HR and talent integration during J.P. Morgan’s acquisition of First Republic Bank.