Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
What It Takes to Wow Ultra-Wealthy Clients
By John ManganaroMorgan Stanley’s Valerie Wong Fountain oversees a curated platform of more than 100 specialty UHNW service providers.
December 10, 2025
How Concerned Should Advisors Be About Social Security Cuts? Very.It's not too early to discuss what a depleted trust fund in 2033 would mean for clients.
December 09, 2025
Want to Grow? Keep Doing the Right Things, Over and OverMerit Financial execs Kay Lynn Mayhue and Rick Kent credit a repeatable model for the firm's M&A success.
December 05, 2025
Meet the 2025 Luminaries WinnersThe talented individuals and firms were recognized Thursday at ThinkAdvisor's fifth annual gala event.
December 02, 2025
Social Security Claiming: The Case of the Big Age GapCouples with a significant difference in their ages have a strong incentive to be strategic while accessing benefits.
November 18, 2025
A Real Retirement Plan Is More Than MoneyPreparing financially for life after the workplace is important, Rudri Patel maintains, but it’s only half the battle.
November 17, 2025
6 Consequences of a 40-Year Retirement HorizonThe prospect of a four-decade retirement journey is becoming the norm for U.S. workers.
November 17, 2025
For High Earners Reluctant to Go Roth, There's Another 'Catch-Up' OptionWorkers who must make 401(k) catch-up contributions to a Roth next year could fund an HSA instead.