Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
5 Things Advisors Should Know About the Great Wealth Transfer
By Michael S. FischerA large share of potential inheritors plan to hire an advisor, a new survey finds.
September 30, 2024
Affluent Investors Are Increasingly Willing to Pay for Advice: CerulliMajorities of both men and women say this, but they have varying preferences, research finds.
September 24, 2024
Mercer Appoints Chief People Officer Amid Rapid GrowthThe firm has tapped a McKinsey & Co. alum, Elizabeth Hioe, for its senior leadership team.
September 24, 2024
Raymond James Cancels Women's Symposium Due to Hurricane ForecastThe forecasted path of Helene will bring the storm near Orlando, the site of the annual conference.
September 17, 2024
How to Lift Yourself and Others Through Storytelling: 5 Simple StepsTelling your story can be a game changer for advisors and firms seeking strong leadership.
September 17, 2024
Ex-BofA Banker's Murder Trial Postponed to MarchA key detective in the case became unavailable due to pregnancy complications, prosecutors told the court.
September 16, 2024
'Sandwich Generation' Women Want Financial Advice: StudyThe caregiving burden can also affect women's personal health and sense of purpose, Edward Jones reported.
September 16, 2024
Social Security Claiming: The Case Where Timing Doesn't Matter MuchProjected lifetime benefits can have relatively small differences even when a surviving spouse delays until age 70.