Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
3 Interesting Social Security Questions Advisors Asked This Year
By Marcia MantellSome clients have unusual circumstances, and their questions can take even the best advisors aback.
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.
November 08, 2023
Leadership Means Taking a Hard Look at Real ProblemsThe best managers put aside quick-fix tasks and do the hard work of identifying deeper challenges.
November 02, 2023
Raymond James Names New Head of Indie Advisor UnitShannon Reid (right) will take the reins from Jodi Perry on Jan. 1.
October 20, 2023
New Custody, Clearing Firm Launches With Ex-Hightower Exec at HelmCatherine "Cat" Davies, previously Hightower chief solutions officer, was picked to lead Innovayte.