Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Don't Buy Suze Orman's 12% Return Projection, Retirement Experts Say
By John ManganaroIt's good to consider future market returns, but not all projections are created equal, David Blanchett says.
January 03, 2024
What RIAs Need to Do Before They Can GrowWithout a clear vision and brand, you're going to waste money, Triad Wealth President Sara Baker warns.
January 02, 2024
3 Reasons RIAs Should Offer Multi-Family Office ServicesThese services can prove highly attractive to UHNW families with multi-generational wealth and complex financial needs.
January 02, 2024
Meet the First Woman With a $100 Billion FortuneShe's also the 12th richest person in the world, just behind Mexico's Carlos Slim, according to Bloomberg.
December 29, 2023
When Is the Right Time to Ask Clients About Writing a Will?A new report finds context matters a lot when it comes to this basic step in legacy planning.
December 29, 2023
AI Could Keep the Life Underwriting Gears Moving: Brooke VemuriThe vice president at Legal & General America sees more variation in how insurers assess applicants.
December 28, 2023
On Stage: The LUMINARIES 2023 Awards CeremonyWe spotlight this year's winners, who came dressed to impress for the recognition event at New York's Gotham Hall.
December 21, 2023
These Stock Forecasters Nailed This Year's Rally. Here's What They See for 2024"We talked about the market maybe making new highs and people thought we were crazy," said Carson Group's Ryan Detrick.