Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Social Security Claiming: The Case Where Timing Doesn't Matter Much
By John ManganaroProjected lifetime benefits can have relatively small differences even when a surviving spouse delays until age 70.
September 11, 2024
Ex-Thrivent Exec Launches an RIA RoundtableCarolyn Armitage's member-based organization, RIA Circle, brings together advisors to share ideas and best practices.
September 11, 2024
Schwab Discriminated Against Pregnant Advisor: LawsuitThe former associate advisor says the firm failed to accomodate her need to take frequent breaks.
September 10, 2024
Inside Edward Jones' Evolving Wealth StrategyA healthy culture is driving tech adoption and planning-first service at the firm, says Lena Haas.
September 09, 2024
Want to Get Better at Sales? AI Could Coach YouStefanie Boyer, a sales scientist, has trained it in the art of closing.
September 09, 2024
Association of African American Financial Advisors Names CEOSheena Gray says her leadership reflects a more progressive and inclusive future for wealth management.
September 09, 2024
How to Benchmark a Client Portfolio: Christine BenzGauging performance and suitability involves more than looking at major market indexes, Morningstar's retirement expert writes.
September 04, 2024
How to Prepare for Higher Tax Brackets in 2026While advisors brace for the potential halving of the estate tax exemption, most taxpayers have a bigger concern.