Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Why 5 Days a Week in the Office Is Better for Everyone
By Allison SchragerReturning to the office is critical for training younger workers and for establishing office culture at all ages.
March 31, 2022
Where More Work Remains to Be Done for Women in Financial Services: F2's Liz Fritz"I knew ... I was a trailblazer, but [the low number of female fintech founders] certainly is humbling and shows we need to do better," the executive says.
March 31, 2022
How to Win Over the Huge Advisor-Averse MarketWith reluctant prospects, you have to change your traditional script and be willing to share responsibilities with them.
March 30, 2022
Christine Benz: How Retirees Should Invest to Fight InflationOlder clients may be feeling inflation's effects less than others, Morningstar's personal finance director says.
March 30, 2022
Don't Leave Retirement-Account Tax Surprises to Clients' HeirsThe Secure Act and changing estate tax thresholds give advisors lots to talk about, Capital Group's Leslie Geller says.
March 30, 2022
A New Tool for Multi-Gen Client EngagementAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.
March 28, 2022
Female Investors Approach Market on Their Own Terms: SurveyE-Trade from Morgan Stanley looked at female trading trends for its quarterly study of experienced investors and traders.
March 25, 2022
Alicia Munnell: Changing Social Security COLA Index 'Not Worth the Effort'"We have bigger fish to fry," like the depletion of the Social Security Trust Fund reserves, the retirement expert says.