Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
401(k) Plans Are Coming for Your Rollovers
By John ManganaroThe growth of income annuities within 401(k)s could result in more retiring workers leaving their assets in-plan.
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.
November 23, 2022
Fintech Consultancy Intention.ly Buys C-Suite Social Media: Tech RoundupAlso, SEI expands its strategic pact with fintech firm Canoe Intelligence.
November 18, 2022
Why Recognition Matters: The LUMINARIES Program in ActionAs we showcase our 2022 winners, several aspects of the program are worth highlighting.
November 18, 2022
Meet the 2022 LUMINARIES WinnersThese 33 individuals and firms are making a difference in Community Impact, Diversity & Inclusion, Executive Leadership and Thought Leadership.