Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
15 Richest Self-Made Women in America: Forbes, 2023
By Michael S. FischerThe 100 entrepreneurs, executives and entertainers on Forbes' list are worth a collective $124 billion.
June 05, 2023
Avoid These Mistakes When Going IndependentCaitlin Douglas of Dynasty talks to ThinkAdvisor about navigating the new, "more mature" indie advisor scene.
June 02, 2023
Suze Orman: 'People Are So Scared Right Now'The bestselling author tells ThinkAdvisor why emergency savings are crucial and why she sold most of her stocks.
June 02, 2023
What the Wealthiest Families Worry About the Most May Surprise YouThere is always concern about minimizing taxes and earning solid returns, but a more nuanced issue stands out.
June 01, 2023
What to Do When Social Security COLAs Can't Keep Up With RealityBlaming Social Security's COLA for not delivering a higher income each year is not a winning position.
May 30, 2023
Ex-Wells Fargo Exec to Pay $5M to SEC for Misleading InvestorsCarrie Tolstedt publicly endorsed the bank's "cross-sell metric" while knowing it included fake accounts, the SEC said.
May 30, 2023
Americans With Annuities Want More Annuities: SurveyACLI President Susan Neely says the products fit with what concerns savers now.
May 30, 2023
Ambition, Betrayal, Family Drama: The Plot of 'Succession' or Your Client's Future?The struggles portrayed on the hit HBO show are commonplace and widespread, attorney Monique Hayes tells ThinkAdvisor.