Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Monica Verma to Lead Global Atlantic Investment Office: Executive Changes
By Allison BellProtective Life, Principal and eHealth have also announced changes at the top.
July 13, 2022
Voya Picks Heather Lavallee to Succeed Martin as CEO in 2023Under the new leadership, Lavallee says Voya will remain committed to helping clients with their health, wealth and investment needs.
July 13, 2022
Social Security COLA Estimate Rises to 10.5% for 2023 as Inflation Accelerates in JuneAs the June BLS report shows 9.1% inflation from a year ago, a senior advocate warns rising Social Security benefits carry hidden costs.
July 12, 2022
16 Richest Self-Made Women in the U.S.: ForbesThis year's list includes seven newcomers and seven women reappearing in the ranks.
July 12, 2022
Married Women Lost Most of Their Retirement Income Edge: StudyMeanwhile, never-married women's expected earnings replacement rate has increased, Alicia Munnell and colleagues say.
July 01, 2022
No, the Stock Market Hasn't Discounted a 2022 Recession: LPL StrategistVolatility is up but not at "higher panic levels" associated with big sell-offs, Quincy Krosby says.
June 30, 2022
Avoiding Nasty Surprises in Roth IRA Conversions: A Case StudyUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 30, 2022
Ric Edelman's Digital Asset Group Offers Course to Flourish Crypto Users: Tech RoundupAlso, Advisor360° enhances its existing beneficiaries capability for advisors.