Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Pru's U.S. Chief Enters August Storms With Sunny Annuity Numbers
By Allison BellCaroline Feeney expects the company's registered index-linked annuities to work well in all weather.
August 01, 2024
Vanguard Fund to Change Management TeamJean Hynes will stop co-managing its health care fund next year, when Rebecca Sykes is set to become sole manager.
July 31, 2024
8 Ways the Advice and Investing Worlds Are Changing NowTCW CEO Katie Koch and Hightower CEO Bob Oros point to rising client expectations and RIA growth, for instance.
July 31, 2024
FPA Honors Planner With Focus on Best PracticesCarol Anderson works with clients to help them develop a more successful and satisfying relationship with money.
July 29, 2024
4 Words That Can Cost You Millions in AssetsIf you hear these words when a married female client introduces you, you're at risk of being replaced.
July 26, 2024
What's Behind the Latest 'Record Year' for eMoney?The firm aims to both foster and benefit from the continued rise of financial planning, Susan McKenna maintains.
July 26, 2024
20 Lessons for a Successful Retirement: Christine BenzThe Morningstar strategist's new book will share insights from, and disagreements among, top retirement planning VIPs.
July 19, 2024
The Benefits of Using Financial Education, and How to Implement ItTo leverage enhanced client education to grow your firm, it needs to be put into practice.