Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Talk to Your Female Clients Now About Social Security
By Marcia MantellThe majority of beneficiaries are women, and recent changes give advisors a good reason to reach out.
February 24, 2025
Social Security Claiming: The Case of Medicare and the Non-Working SpouseSpouses without an earnings record must wait for their working spouse to file, but Medicare is another matter.
February 20, 2025
Jackson Still Has Too Much MoneyThe annuity issuer might cope with the extra cash by buying something.
February 18, 2025
Most Women Are the Primary Investors in Their Household: CFP BoardThe increasing role in household money matters creates a growing opportunity for tailored advice, the Board says.
February 18, 2025
Cresset Names New Chief People OfficerMelissa Karetny previously led HR and talent integration during J.P. Morgan’s acquisition of First Republic Bank.
February 13, 2025
From Efficient to Enduring: The Keys to an Extraordinary Client ExperienceThere are three levels to master. First, figure out which level best describes your firm.
February 11, 2025
Wealth.com Adds Private Wealth HeadIn the new role, Kathy Wunderli will focus on estate planning, probate, trust administration and tax matters.
February 07, 2025
Orion’s Secret Sauce? Leadership, Reinvestment and Passion"I believe we can triple the size of our industry in the next 15 years," CEO Natalie Wolfsen says.