Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
KKR Makes Large Investment in $20B RIA Beacon Pointe
By Janet LevauxBeacon Pointe, led by CEO Shannon Eusey, now includes about 110 financial advisors.
November 08, 2021
To Keep Workers and Grow Talent, Leaders Need a Gut CheckA Chiral Project survey found workers burned out and women frustrated in career path development.
November 01, 2021
Social Security Claiming and the Divorced Spouse, Part 2: RemarriageWhen it comes to claiming Social Security after remarriage, rumors and myths abound. Let's unpack some of them.
October 29, 2021
Mutual of America Names a Human Resources Chief: Personnel MovesShe moved to the company from American Express.
October 29, 2021
What Does a Short-Term Boost Do for Social Security? Plenty, Says a Top AnalystMany changes in the Social Security 2100 bill are short-lived but significant, Martha Shedden tells ThinkAdvisor.
October 28, 2021
Social Security Whiz Marcia Mantell Cheers Provisions for Widows, Caregivers in New BillRep. John Larson's new bill has added new, important measures that are much needed, says the retirement expert.
October 27, 2021
JoAnn Martin, Former Ameritas CEO and ACLI Chair, DiesThe governor of Nebraska put out a statement in response to her passing.
October 27, 2021
Meet the Winners: LUMINARIES in Dealmaking & Growth, 2021We're pleased to highlight the advisors, broker-dealers, RIAs and others being honored this year in our pioneering recognition program.