Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Why the Great Wealth Transfer's Biggest Beneficiaries Aren't Happy With Advisors
By Jane Wollman RusoffWomen, Blacks and Latinos are getting wealthier and looking for more from advisors, Willow CEO Lacy Garcia says.
June 27, 2023
Nitrogen, FMG Team Up on New Marketing Solution for AdvisorsThe marketing solution will help advisors leverage Nitrogen's lead-generation tools within FMG's platform, the companies said.
June 26, 2023
What if the Recession We've Been Waiting for Already Happened?In fact, data suggests we might have already had a "real hard landing," Fidelity strategist Denise Chisholm says.
June 23, 2023
Financial Planning Industry Headed in 'Right Direction,' Longtime Planner SaysPaula Hogan has been doing life-cycle planning for decades. Now, she says, the industry is catching up.
June 21, 2023
Guggenheim CIO Worries About Office Building Price CrashPrices in some cities could fall 40%, Anne Walsh said at S&P Global Ratings' insurance conference.
June 16, 2023
Avoid These Big 'Retirement' Mistakes Business-Owner Clients MakeClients selling a closely held business can get caught by unexpected tax bills and lifestyle changes.
June 13, 2023
What AI Can, and Can't, Do in Wealth ManagementTechnology and the human touch can complement each other to benefit the end client.
June 09, 2023
The Bull Market Is Back. What Now?Stock strength is moving beyond tech, but will it last? Schwab's Liz Ann Sonders and others weigh in.