Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
JPMorgan Shuffles Top Managers as Jamie Dimon Prepares Successors
By Hannah LevittThe shuffle, halfway through Dimon's five-year retention package, affects Marianne Lake, Jenn Piepszak and Troy Rohrbaugh.
January 19, 2024
Foundation for Financial Planning Names New LeadersMeg Carpenter joins the board, which will be led by Dave Yeske and Tony Svach.
January 18, 2024
Abundance of Retiring Advisors Means Growth Opportunities"There's an overwhelming need for advisors to pick up some of these practices," says Gateway Financial's David Wood.
January 18, 2024
Mary Johnson, Prominent Social Security Analyst, Announces RetirementShe has long helped to illuminate the effect of inflation and entitlement program policy challenges on vulnerable retirees.
January 18, 2024
New Life and Annuity Deals Bring Wellness Into FoldA Capgemini consultant expects insurers to buy firms that help people live longer with "all-inclusive lifestyle" strategies.
January 17, 2024
Why Suze Orman Shunned a Million-Dollar PenthouseDon't assume that your wealthiest clients can't spend their way into liquidity problems, the bestselling author warns.
January 16, 2024
How to Talk to Clients Under 55 About Social SecurityEmpowering these clients to run their own scenarios can help ease their fears around the program's future.
January 12, 2024
A New Year, and a New 'Advisor-Driven Experience' at OrionThe firm aims to complete integration work in 2024, CEO Natalie Wolfsen tells ThinkAdvisor.