Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Inheritors Plan to Seek Financial Advice When the Money Arrives: Survey
By Michael S. FischerNearly 80% of Americans surveyed expect to work with an advisor after receiving an inheritance.
December 01, 2022
401(k) Plans Are Coming for Your RolloversThe growth of income annuities within 401(k)s could result in more retiring workers leaving their assets in-plan.
November 30, 2022
What Stock Investors Should Look for Right Now: Morgan Stanley Private Wealth ExecFocus on strong-performing sectors with earnings resilience like health care, Sherry Paul says.
November 30, 2022
Suze Orman: Even the Wealthy Need Emergency SavingsWealthy clients can face surprisingly big unexpected expenses, Orman says.
November 29, 2022
6 Retirement Bills Introduced in 2022The Secure Act 2.0 could get a vote soon, but it's not the only retirement bill under consideration in Congress.
November 28, 2022
Regret Is a Powerful Savings, Planning Motivator: New StudyShowing people how long they're expected to live could help them reduce financial mistakes and future regrets, researchers concluded.
November 28, 2022
The New Financial Planning Process That Saves Time, Empowers ClientsProfessor Meghaan Lurtz talks to ThinkAdvisor about collaborative planning, using money to manipulate and when clients might need financial therapy.
November 23, 2022
Groups Team Up to Recruit Diverse Talent to Financial ServicesFARE member firms, including Nationwide and Advisor Group, funded a recent hiring event for students of color.