Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
AllianceBernstein Tweaks UHNW Advisors' Title, Program
By Janet LevauxThe business plans to grow its client base through more "bespoke solutions" targeting the wealthy.
January 29, 2024
When a Long-Term Care Insurance Insider Is the CaregiverThe author is seeing firsthand how preparing for the unthinkable helps.
January 26, 2024
JPMorgan Shuffles Top Managers as Jamie Dimon Prepares SuccessorsThe shuffle, halfway through Dimon's five-year retention package, affects Marianne Lake, Jenn Piepszak and Troy Rohrbaugh.
January 23, 2024
How Racial Disparities Hurt Retirement for All: SSA OfficialKilolo Kijakazi discusses how disparities in employment and retirement plan access for women and minorities have ripple effects.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 19, 2024
Foundation for Financial Planning Names New LeadersMeg Carpenter joins the board, which will be led by Dave Yeske and Tony Svach.
January 18, 2024
Abundance of Retiring Advisors Means Growth Opportunities"There's an overwhelming need for advisors to pick up some of these practices," says Gateway Financial's David Wood.
January 18, 2024
Mary Johnson, Prominent Social Security Analyst, Announces RetirementShe has long helped to illuminate the effect of inflation and entitlement program policy challenges on vulnerable retirees.