Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
eMoney Set to Launch Premium Client Portal, New Planning Features
By John ManganaroCEO Susan McKenna and other executives offered a roadmap for platform innovation in the year ahead.
October 15, 2024
20 Richest Women in the U.S.: Forbes, 2024In all, 67 women appear on the latest Forbes 400 list of America's wealthiest people.
October 14, 2024
Alicia Munnell to Step Down From Center for Retirement ResearchMunnell will step down as director at year-end after more than two decades of leadership.
October 10, 2024
For More Business, Get Out of the World of 'Get'Instead of being a prospector, try being a listener and idea provider.
October 10, 2024
Kamala Harris Proposes Medicare Home Care BenefitShe hopes to use prescription benefit savings and international tax changes to pay for the services.
October 09, 2024
5 Things Advisors Should Know About the Great Wealth TransferA large share of potential inheritors plan to hire an advisor, a new survey finds.
October 03, 2024
Gen X Women Say They'll Need $2.1 Million to Retire ComfortablyThis is substantially more than women in other generations say they will need, Northwestern Mutual reports.
September 30, 2024
Should You Switch Firms? Straight Talk From a Top Advisor RecruiterThere are critical steps to take (and mistakes to avoid) when seeking a new firm, Mindy Diamond says.