Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Avoiding Nasty Surprises in Roth IRA Conversions: A Case Study
By Marcia MantellUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 29, 2022
Liz Ann Sonders: We May Already Be in a RecessionSchwab's chief investment strategist says a key "known" risk continues to be an aggressive Fed.
June 29, 2022
First Republic's Erkan Named Greystone CEOHafize Gaye Erkan joins the commercial-property lender as it expands into wealth management and private banking.
June 28, 2022
Cathie Wood Says She Got Inflation Wrong, Continues Ark StrategyThe flagship Ark Innovation ETF has fallen about 53% this year; yet Wood maintains she'll "stick to her knitting."
June 24, 2022
How to Quell Clients' 401(k) Balance Panic in Bear Markets: Advisors' AdviceOne advisor asks: "Do you want your financial success to be driven by your strategy or your emotions?"
June 23, 2022
Finding Quality on Sale in an Uncertain MarketWhile watching the market turn bearish has been difficult, now is an opportunistic time to invest.
June 22, 2022
Meet the LUMINARIES Class of 2022 FinalistsNow in its second year, the recognition program spotlights firms and individuals who excel in four categories.
June 22, 2022
Agent Wins Democratic Insurance Commissioner Runoff in GeorgiaJanice Laws Robinson is set to face off against John King, the Republican incumbent, in November.