Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
20 Richest Women in the U.S.: Forbes, 2023
By Michael S. FischerForbes today revealed its updated, heavily researched ranking of the 400 richest people in the U.S.
September 29, 2023
The Evolution in Ultra-Wealthy Divorce: 8 Key ShiftsFor the wealthiest couples, divorce is taking a lot longer than it used to.
September 29, 2023
How Much Cash Do Clients Really Need? — Advisors' AdviceAdvisors differ widely in how much cash they think clients should keep at home and in portfolios.
September 28, 2023
Raymond James Focuses on Power of Women at SymposiumA key objective of the 29th annual event is to support both advisors and clients through connection.
September 27, 2023
FPA Taps President-Elect, Board MembersClaudia Cypher Kane is the group's 2024 president, while Paul Brahim of Wealth Enhancement Group is set to become its president elect.
September 18, 2023
Biggest U.S. Pension's Investment Boss Pushed Sports Deals Before Calling It QuitsBased on returns though June, the fund has ranked below 80% of its peers for the past two fiscal years.
September 18, 2023
5 Myths That Stop Women From Becoming AdvisorsMany women are turned off by outdated ideas about what advisors do, Peggy Ruhlin says.
September 18, 2023
Warn Wealthy Clients Against Flimsy Asset Lists in Estate PlansApril Rosenberry, a veteran estate planner, sees making a list of what the client owns as just a start.