Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
10 New Retirement Planning Charts to Share With Clients
By Ginger SzalaJ.P. Morgan Asset Management's Guide to Retirement provides some conversation starters for advisors.
March 03, 2022
Female Investors Become More Proactive in Financial PlanningCOVID-19 has significantly influenced how women viewed their finances, a Nationwide Retirement Institute study found.
March 02, 2022
'Sex and the City' Hurt Millennial Women's Relationship With Money: Chelsea Fagan"It was a financially irresponsible view of womanhood," the founder of The Financial Diet tells ThinkAdvisor.
March 01, 2022
CEO Tyrone Ross Exits Onramp; Dani Fava Leaves BoardEric Ervin, who co-founded the fintech firm with Ross, has become the firm's new CEO.
March 01, 2022
How to Attract Next-Gen Talent: Kate HealyThe industry veteran and LUMINARIES judge says younger individuals just "don't seem to know about financial planning."
March 01, 2022
Social Security Benefits Are Taxed? Ouch!New retirees often find themselves in a higher tax bracket than they expected.
February 25, 2022
Younger Women Glued to Financial News: SurveyMost Gen Z and millennial women in an investor survey said they consumed investing information for more than an hour a day.
February 24, 2022
Advisor Group Names 3 Executives to New PostsTim Hodge, Jen Roche and Aisha Adams have previously worked at firms like LPL, AssetMark and Lincoln Financial.