Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
4 Ways to Get Succession Planning Right
By Ilona BoxWhile every practice is unique and there's no silver bullet, there are a few essential tenets for those thinking about their retirement from the advice business.
April 28, 2022
LUMINARIES 2022 Nomination Deadline ExtendedIndividual and firm nominations for these pioneering industry awards will be accepted online through May 6, and there is no cost to participate.
April 26, 2022
Lael Brainard Wins Senate Confirmation to Be Fed Vice ChairShe had been considered by President Joe Biden for the Fed's top job before he chose to keep Jay Powell in that post.
April 26, 2022
Edelman Financial Engines Nabs Goldman Exec as Its New CFOAt Goldman, Suzanne van Staveren played a key role in integrating Ayco and United Capital.
April 26, 2022
Biden's Key DOL Pick Could Get Senate Vote This WeekLisa Gomez's nomination to lead retirement plan oversight could come up for a vote on the Senate floor as early as Tuesday.
April 21, 2022
How HNW Millennials and Gen Zers View Their WealthYounger generations have different opinions on how wealth should be saved, spent and given away.
April 19, 2022
LPL Launches Paraplanning Services for Its AdvisorsThe firm's also testing tax and HNW services, says Aneri Jambusaria, EVP of its Planning & Advice Services.
April 19, 2022
New WealthConductor App Lets Advisors Use Health Data in Retirement PlanningIncomeConductor Health+ will enable advisors to use data like longevity and health care expense projections in client plans.