Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Raymond James Cancels Women's Symposium Due to Hurricane Forecast
By John ManganaroThe forecasted path of Helene will bring the storm near Orlando, the site of the annual conference.
September 16, 2024
'Sandwich Generation' Women Want Financial Advice: StudyThe caregiving burden can also affect women's personal health and sense of purpose, Edward Jones reported.
September 16, 2024
Social Security Claiming: The Case Where Timing Doesn't Matter MuchProjected lifetime benefits can have relatively small differences even when a surviving spouse delays until age 70.
September 16, 2024
'Boring Is Good': BofA Strategist Favors Dividend StocksSavita Subramanian wants investors to avoid risks as markets remain on edge.
September 11, 2024
How to Keep Female Clients After the Loss of a SpouseMany advisors get fired by newly widowed clients. Here's how not to become a statistic.
September 11, 2024
Ex-Thrivent Exec Launches an RIA RoundtableCarolyn Armitage's member-based organization, RIA Circle, brings together advisors to share ideas and best practices.
September 11, 2024
Schwab Discriminated Against Pregnant Advisor: LawsuitThe former associate advisor says the firm failed to accomodate her need to take frequent breaks.
September 10, 2024
Inside Edward Jones' Evolving Wealth StrategyA healthy culture is driving tech adoption and planning-first service at the firm, says Lena Haas.