Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Jackson Executive's Team Makes the Data Talk
By Allison BellHeather Fitzgerald, who joined the annuity issuer in 2019, helps the company use information to power sales.
December 01, 2023
3 Interesting Social Security Questions Advisors Asked This YearSome clients have unusual circumstances, and their questions can take even the best advisors aback.
November 29, 2023
Help Your Clients Conquer Financial Shame, Bestselling Author Urges Advisors"Your clients come to you riddled with shame," Tiffany Aliche says.
November 29, 2023
Advice Industry Needs More Women: Carson GroupUnderrepresentation of women can hurt firms that are not staffed appropriately to meet the clients' changing needs.
November 21, 2023
Fidelity International CEO Unexpectedly Steps DownFidelity International assets almost doubled during Anne Richards' tenure to $714.3 billion as of Sept. 30.
November 20, 2023
Citigroup Cuts Over 300 Senior Manager Roles in Latest RestructuringThe cuts are part of the bank's plan to shift from two core operating units to five key businesses, including wealth management.
November 14, 2023
Health Agents' Advocate Hopes to Boost Consumers' VoiceJessica Brooks-Woods says patients need affordability and support for the right kind of care, not just coverage.
November 13, 2023
6 Scenarios When Advisors Must Deliver Bad NewsWhen clients need to hear unpleasant information, it is best to get it done quickly.