Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Social Security Claiming: The Case of the High-Earning Couple
By John ManganaroWhile each working spouse may have their own sizable benefit, their claiming decisions should be carefully coordinated.
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.
August 08, 2024
IRS Clarifies RMD Options for Surviving Spouses Under Secure 2.0The agency's long-awaited RMD guidance answered some questions about new options for these beneficiaries.
August 05, 2024
Pru's U.S. Chief Enters August Storms With Sunny Annuity NumbersCaroline Feeney expects the company's registered index-linked annuities to work well in all weather.
August 02, 2024
The Big Social Security Question Facing Stay-at-Home SpousesShould a dependent spouse return to work to get their credits? Here's what to consider.