Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Integrity Marketing Hires a Life Unit President
By Allison BellTess Grace, a Mutual of Omaha veteran, will lead a company with $22 billion in annual sales production.
September 11, 2023
8 Ways Advisors Can Support Special-Needs PlanningGetting a robust financial plan in place can provide significant emotional relief to parents and families.
September 10, 2023
Orion Taps AssetMark CEO to Replace Eric ClarkeWhen Natalie Wolfsen joins the firm in mid-October, Clarke will take on a "supporting leadership role."
September 08, 2023
8 Ways Financial Planning Is Evolving for Advisors and ClientsThe collective impact of these trends will help remake the advisor industry in the coming decade.
September 05, 2023
Why Now's the Time to Move Out of Tech StocksHightower's Stephanie Link says today's market volatility is beneficial for advisors looking to diversify client portfolios.
September 01, 2023
Honor a Loved One for Life Insurance Awareness MonthBarbara Pietrangelo, Life Happens' chair, says single parents will be a focus of this year's campaign.
September 01, 2023
How to Help UHNW Clients Pass On Their FortunesGet a family governance plan in place before it's too late, advises Jill Shipley.
August 28, 2023
The Annuity Market Might Split: CFRA AnalystCatherine Seifert suggests that private equity owners could be tougher than policyholder owners.