Women in Wealth

Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.

Social Security

How to Talk to Clients Under 55 About Social Security

By Marcia Mantell
Clients Have So Many Financial Needs. What's an Advisor to Do?

January 11, 2024

Clients Have So Many Financial Needs. What's an Advisor to Do?
Number of CFPs in U.S. Nears 99,000

January 11, 2024

Number of CFPs in U.S. Nears 99,000
Barbara Eden to Help Market Life Insurance Policy Appraisals

January 10, 2024

Barbara Eden to Help Market Life Insurance Policy Appraisals
Biden Renews Push to Make Julie Su Labor Secretary

January 09, 2024

Biden Renews Push to Make Julie Su Labor Secretary
Navigating the Great Wealth Transfer

January 07, 2024

Navigating the Great Wealth Transfer
8 Reasons Women Face Greater Retirement Risks Than Men

January 05, 2024

8 Reasons Women Face Greater Retirement Risks Than Men
Don't Buy Suze Orman's 12% Return Projection, Retirement Experts Say

January 04, 2024

Don't Buy Suze Orman's 12% Return Projection, Retirement Experts Say