Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Childfree Planning Turns Traditional Advice on Its Head
By Dinah Wisenberg BrinPeople without kids are an "underserved, underrepresented and sometimes mistreated population," advisor Jay Zigmont says.
August 27, 2024
Social Security Claiming: The Case of the High-Earning CoupleWhile each working spouse may have their own sizable benefit, their claiming decisions should be carefully coordinated.
August 21, 2024
How to Serve the Complex Needs of the Entire UHNW Family: Wealthspire's FlanaganYounger generations want to learn how family members amassed wealth and what plans they've envisioned for it, she says.
August 20, 2024
Here's Why Consumers Accept Hikes in Long-Term Care Insurance RatesStudy participants were willing to pay more if they felt well-informed and in control of the process.
August 19, 2024
Social Security Claiming: The Case of a Couple's Many ChoicesIt's essential for spouses with large differences in age and earnings, for instance, to coordinate their claiming choices carefully.
August 16, 2024
Raymond James' Expands Leadership ReshuffleThe firm's latest shifts come five months after Chief Executive Officer and Chair Paul Riley said he planned to retire from the CEO slot.
August 12, 2024
RBC's Former CFO Sues Bank, Denies Affair With ColleagueFired in April, Nadine Ahn says she suffered "reputational harm" and "humiliation" and is asking for $36 million in pay and damages.
August 08, 2024
New Retirement Income Model Shows Who's at Highest RiskCertain demographic groups are at more risk of falling short than others, a new Morningstar analysis finds.