Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
A Wife Is Left by Her Husband. How Can She Claim on His Social Security?
By Marcia MantellThe ex-wife is 10 years older and has to go back to work. What can she do? Marcia Mantell connects the dots.
September 01, 2021
Where I'm Finding Stock Opportunities in a Time of UncertaintyNow is a good time to be opportunistic and find companies with exposure to the economic recovery.
August 31, 2021
4 Things to Tell Clients About Life InsuranceLife Insurance Awareness Month starts tomorrow. Time to get your megaphone out.
August 31, 2021
Orion Zooms In on Growth, M&As and New Advisor Solutions at ConferenceNew solutions revealed at Ascent include Orion Cash and Credit, a joint venture with Focus Client Solutions.
August 30, 2021
Lincoln Financial Names Ellen Cooper to Succeed Glass as CEOCooper is the company's chief investment officer and head of its annuity solutions group.
August 27, 2021
The LUMINARIES Class of 2021: Diversity, Inclusion & Thought LeadershipWe're pleased to highlight the advisors, broker-dealers, RIAs and others being honored this year in our pioneering recognition program.
August 26, 2021
Rhoades, Borzi: What to Expect From Consumer Advocate Roper at the SECRon Rhoades, Phyllis Borzi and others in the regulatory world discuss how Roper could shape issues like Reg BI and 12b-1 fees.
August 25, 2021
Barbara Roper Gets Key SEC PostSEC Chairman Gary Gensler has appointed Roper, a prominent investor advocate, as a senior advisor.