Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Schwab Discriminated Against Pregnant Advisor: Lawsuit
By Melanie WaddellThe former associate advisor says the firm failed to accomodate her need to take frequent breaks.
September 09, 2024
Association of African American Financial Advisors Names CEOSheena Gray says her leadership reflects a more progressive and inclusive future for wealth management.
September 09, 2024
How to Benchmark a Client Portfolio: Christine BenzGauging performance and suitability involves more than looking at major market indexes, Morningstar's retirement expert writes.
September 04, 2024
How to Prepare for Higher Tax Brackets in 2026While advisors brace for the potential halving of the estate tax exemption, most taxpayers have a bigger concern.
September 04, 2024
How a President Harris Would Tax the WealthyWhile the presidential candidate has supported proposals like a wealth tax, she is likely to hit stiff opposition.
September 03, 2024
Childfree Planning Turns Traditional Advice on Its HeadPeople without kids are an "underserved, underrepresented and sometimes mistreated population," advisor Jay Zigmont says.
August 30, 2024
Fired Wells Fargo Banker Says Her Advisor Boss Abused HerWells Fargo knew about mistreatment by one of its highest producing advisors but nothing changed, a lawsuit alleges.
August 27, 2024
Advisors Are Afraid to Retire, and That's a ProblemBroken succession promises are creating a logjam at many firms, says Casey Jorgensen of Dynasty.