Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Ex-Carson Group Exec Gets Key FiComm Marketing Post
By Jeff BermanMary Kate Gulick brings over 15 years of experience in financial marketing and communications to FiComm.
August 21, 2023
Schwab's Sonders Answers 7 Market Questions for InvestorsIt's impossible to take uncertainty out of investing, but the right questions can help cut through the noise.
August 17, 2023
New Retirement Bill Stops Spouses From Emptying 401(k)sThe Women's Retirement Protection Act of 2023 sets up spousal protections for 401(k)s, among other provisions.
August 16, 2023
8 Big Things Clients Don't Know About Estate Planning, Long-Term Care and ProbateAdvisors who can help their clients avoid common pitfalls can deliver significant value throughout the estate planning process.
August 15, 2023
BNY Mellon's Wealth Unit Names Next CIOSinead Colton Grant will succeed current Chief Investment Officer Leo Grohowski, who is retiring at year-end.
August 15, 2023
CFP Instructor: Choose Your Clients CarefullyWant to give advice that works? Hanna Ogle of the University of Texas recommends advising the right people.
August 09, 2023
Jackson Aims to Lift Families From Poverty to Financial Well-BeingFinancial freedom doesn't begin at retirement; it's a lifelong pursuit built on financial knowledge, says Jackson's Danielle Robinson.
August 08, 2023
Hiring Today Is Tough. Here's How to Get It Right.Advisor turnover gives firms the chance to hire replacements with better, and clearer, expectations.