Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
8 Trends That Will Reshape Wealth Management in 2023
By April RudinAdvisors who embrace these trends will be well-positioned to thrive and add new clients.
December 21, 2022
On Stage: The LUMINARIES 2022 Awards CeremonyWe spotlight this year's winners, who came dressed to impress at the recent industry recognition event in New York's Lotte Palace Hotel.
December 20, 2022
Kathleen Moriarty, ETF Industry's 'SPDR Woman,' Dies at 69Moriarty built a reputation as the go-to lawyer for anyone seeking to sell an innovative ETF.
December 20, 2022
NAIC Task Force Adopts Index-Linked Variable Annuity GuidelinesThe industry may finally adopt a standard name for this variable-annuity product.
December 19, 2022
Martha Shedden Holds Out Hope for Social Security 2100 Bill, Urges Caution in ReformThe Social Security educator discusses reform proposals she's watching and myths she wishes people would stop believing.
December 16, 2022
'Tremendous Upside' for RIA Firms: Beacon Pointe CEOShannon Eusey, head of the biggest woman-led RIA in America, tells ThinkAdvisor what sets her business model apart.
December 08, 2022
Next Hearing Set for Suspect in BofA-Merrill Exec's KillingEx-Merrill broker Anthony Duwayne Turner's next hearing is nearly a year and a half after the homicide.
December 08, 2022
8 Retirement Books Financial Advisors RecommendThese books can help advisors and clients work through the financial and non-financial challenges of retirement planning.