Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Orion Taps AssetMark CEO to Replace Eric Clarke
By Janet LevauxWhen Natalie Wolfsen joins the firm in mid-October, Clarke will take on a "supporting leadership role."
September 01, 2023
How to Help UHNW Clients Pass On Their FortunesGet a family governance plan in place before it's too late, advises Jill Shipley.
August 28, 2023
The Annuity Market Might Split: CFRA AnalystCatherine Seifert suggests that private equity owners could be tougher than policyholder owners.
August 23, 2023
Ex-Carson Group Exec Gets Key FiComm Marketing PostMary Kate Gulick brings over 15 years of experience in financial marketing and communications to FiComm.
August 23, 2023
10 New Stats on How Cash Comes Out of Indexed AnnuitiesAnnuity planning is best done with the help of a financial advisor, LIMRA's Marianne Purushotham says.
August 22, 2023
This Trust Can Reduce Estate Taxes, Protect Hard-to-Sell AssetsBusiness-owner clients might benefit from this estate planning tool, EP Wealth Advisors' Jennifer Li says.
August 21, 2023
Schwab's Sonders Answers 7 Market Questions for InvestorsIt's impossible to take uncertainty out of investing, but the right questions can help cut through the noise.
August 17, 2023
New Retirement Bill Stops Spouses From Emptying 401(k)sThe Women's Retirement Protection Act of 2023 sets up spousal protections for 401(k)s, among other provisions.