Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How to Talk to Clients Under 55 About Social Security
By Marcia MantellEmpowering these clients to run their own scenarios can help ease their fears around the program's future.
January 11, 2024
Clients Have So Many Financial Needs. What's an Advisor to Do?Karen McColl of Commonwealth discusses how the firm is helping advisors meet demand for ever more planning services.
January 11, 2024
Number of CFPs in U.S. Nears 99,000The share of CFPs who are women continues to inch upward.
January 10, 2024
Barbara Eden to Help Market Life Insurance Policy AppraisalsThe 1960s icon will star in WeBuy75.com radio ads featuring the "I Dream of Jeannie" theme music.
January 09, 2024
Biden Renews Push to Make Julie Su Labor SecretaryShe has helped shape fiduciary standards and independent contractor efforts.
January 07, 2024
Navigating the Great Wealth TransferOnly 13% of young investors plan to use their parents' financial professionals.
January 05, 2024
8 Reasons Women Face Greater Retirement Risks Than MenSubstantial progress in educational and career attainment hasn't translated to an equitable level of post-work security.
January 04, 2024
Don't Buy Suze Orman's 12% Return Projection, Retirement Experts SayIt's good to consider future market returns, but not all projections are created equal, David Blanchett says.