Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
House Passes Financial Exploitation Prevention Act
By Melanie WaddellThe bill, introduced by Rep. Ann Wagner, is aimed at protecting older investors.
January 24, 2023
FINRA Enforcement Head to Step DownJessica Hopper is leaving after 18 years with FINRA. Christopher Kelly will be acting head of enforcement.
January 23, 2023
What 'Safe Withdrawal' Rates Really Mean (and Don't Mean): Christine BenzResearchers say "safe withdrawal" research remains useful, but it is also very easy to misinterpret.
January 20, 2023
CFP Diversity Ticks Up in 2022While almost 30% of new CFPs in 2022 were women, the total remains stuck under 24%.
January 20, 2023
6 New Marketing Tips for Growing Financial AdvisorsEmphasize the complexity of financial advising without making people feel like they are being talked down to.
January 17, 2023
Ex-AARP Lobbyist Named New SEC Investor AdvocateCristina Martin Firvida oversaw federal and state advocacy on Social Security, pensions and more at AARP.
January 17, 2023
What Your Clients Don't Know About Longevity Could Hurt Their RetirementMost Americans don't know how long they can expect to live, on average. The ones who do are better savers.
January 13, 2023
8 Steps to Building a Thriving RIA BusinessThree marketing and business execs laid out a strategic path for starting out and scaling.