Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
LUMINARIES 2022 Finalists: Thought Leadership — Individuals
By Janet LevauxThese 32 industry VIPs have demonstrated excellence through innovative insights, practices and research.
August 24, 2022
Volatility Shows What Clients Are Really ThinkingA financial strategist talks about building a retail practice in complicated times.
August 24, 2022
6 Investment Picks for Taxable AccountsTax bracket is important to consider when locating assets, said Morningstar's Christine Benz.
August 23, 2022
How an RIA Eases Clients' Worries on Volatility, Inflation, Health CareMelissa Weisz, a wealth advisor at RegentAtlantic, runs ThinkAdvisor through some common planning steps she takes with clients.
August 23, 2022
LUMINARIES 2022 Finalists: Diversity, Equity & Inclusion — FirmsThese 14 industry players are demonstrating their commitment to DEI via best practices, innovation and community outreach.
August 23, 2022
Faisa Stafford Steps Down From Life Happens CEO PostJohn Flatley is the outreach campaign organizer's interim CEO.
August 22, 2022
How Suze Orman Is Investing Now"America's Matriarch of Money" tells ThinkAdvisor how a life-changing experience made her rethink her portfolio.
August 22, 2022
Meet the 2022 LUMINARIES JudgesThese 12 industry VIPs help lead firms and organizations committed to best practices, innovation and diversity.