Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Divorce Looks Like Forced Early Retirement for Many Wealthy Women, Advisor Says
By John ManganaroDivorcing HNW women who weren't breadwinners can have complex planning needs, Michelle Smith tells ThinkAdvisor.
March 01, 2023
Women Likely to Help Other Women Reach Financial Goals: FidelityNearly 70% of female respondents in the survey said they help other women because another woman helped them.
March 01, 2023
Capital Group's 10 Investment Predictions for 2023The world is undergoing significant changes, and investors will need to reset expectations, Capital Group suggests.
March 01, 2023
13 Things Clients Don't Get About Taxes: Advisors' AdviceWe asked advisors how they cleared up their clients' biggest tax misconceptions.
February 28, 2023
Biden Nominates Julie Su as Labor Secretary, Replacing WalshSu would replace Marty Walsh, who is expected to become the head of the NHL players' union.
February 28, 2023
Merrill Names New Private Wealth HeadLindsay Hans will succeed Don Plaus as head of the firm's Private Wealth Management, International and Institutional.
February 17, 2023
Stocks May End 2023 Higher After Bumpy Trip: Dana D'AuriaAdvisors should look at how they can personalize client portfolios at scale, said Envestnet's co-CIO.
February 17, 2023
Why Cultural Competencies Matter: LUMINARIES PodcastAttracting diversity to an advisor team is easy; maintaining it is harder, argues Carson Group's Ana Trujillo Limon.