Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
When Clients Claim Social Security Early, Take These Steps to Avoid Surprises
By Marcia MantellClients who claim before 65 can miss taking specific actions with Medicare and HSAs, leading to tax consequences.
September 28, 2023
Raymond James Focuses on Power of Women at SymposiumA key objective of the 29th annual event is to support both advisors and clients through connection.
September 27, 2023
FPA Taps President-Elect, Board MembersClaudia Cypher Kane is the group's 2024 president, while Paul Brahim of Wealth Enhancement Group is set to become its president elect.
September 18, 2023
Biggest U.S. Pension's Investment Boss Pushed Sports Deals Before Calling It QuitsBased on returns though June, the fund has ranked below 80% of its peers for the past two fiscal years.
September 18, 2023
5 Myths That Stop Women From Becoming AdvisorsMany women are turned off by outdated ideas about what advisors do, Peggy Ruhlin says.
September 18, 2023
Warn Wealthy Clients Against Flimsy Asset Lists in Estate PlansApril Rosenberry, a veteran estate planner, sees making a list of what the client owns as just a start.
September 15, 2023
Ex-Wells Fargo Exec Avoids Prison Over Accounts ScandalCarrie Tolstedt agreed to a ban on working in the banking industry and to pay $21 million in civil penalties to regulators.
September 14, 2023
Integrity Marketing Hires a Life Unit PresidentTess Grace, a Mutual of Omaha veteran, will lead a company with $22 billion in annual sales production.