Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Association of African American Financial Advisors Names CEO
By John ManganaroSheena Gray says her leadership reflects a more progressive and inclusive future for wealth management.
September 04, 2024
How a President Harris Would Tax the WealthyWhile the presidential candidate has supported proposals like a wealth tax, she is likely to hit stiff opposition.
September 03, 2024
Childfree Planning Turns Traditional Advice on Its HeadPeople without kids are an "underserved, underrepresented and sometimes mistreated population," advisor Jay Zigmont says.
August 30, 2024
Fired Wells Fargo Banker Says Her Advisor Boss Abused HerWells Fargo knew about mistreatment by one of its highest producing advisors but nothing changed, a lawsuit alleges.
August 27, 2024
Advisors Are Afraid to Retire, and That's a ProblemBroken succession promises are creating a logjam at many firms, says Casey Jorgensen of Dynasty.
August 27, 2024
Social Security Claiming: The Case of the High-Earning CoupleWhile each working spouse may have their own sizable benefit, their claiming decisions should be carefully coordinated.
August 21, 2024
How to Serve the Complex Needs of the Entire UHNW Family: Wealthspire's FlanaganYounger generations want to learn how family members amassed wealth and what plans they've envisioned for it, she says.
August 20, 2024
Here's Why Consumers Accept Hikes in Long-Term Care Insurance RatesStudy participants were willing to pay more if they felt well-informed and in control of the process.