Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
8 Emerging Forces Shaping Income and Social Security Planning: Marcia Mantell
By John ManganaroIncome planning today means addressing fast-rising interest rates, Social Security's solvency and new annuity products.
October 30, 2023
LUMINARIES 2023 Finalists: Executive Leadership — Individuals, Group 1Here's how executives at BDs, consulting and educational groups and financial technology firms are changing the industry.
October 30, 2023
LUMINARIES 2023 Finalists: Community Impact — IndividualsHere's how financial advisors, industry executives and asset managers are making a difference — locally and nationwide.
October 30, 2023
LUMINARIES 2023 Finalists: Community Impact — FirmsHere's how broker-dealers, RIAs and other financial-services groups are making a difference — locally and nationwide.
October 20, 2023
New Custody, Clearing Firm Launches With Ex-Hightower Exec at HelmCatherine "Cat" Davies, previously Hightower chief solutions officer, was picked to lead Innovayte.
October 18, 2023
How Orion Picked Natalie Wolfsen to Be CEOCharles Goldman, Orion's executive board chairman, tells ThinkAdvisor what's next for the firm and its new leader.
October 17, 2023
Women's Top 6 Retirement WorriesGen Z's top concerns differ in notable ways from those of older women, Northwestern Mutual found.
October 16, 2023
New Platform Promises 'Near-Perfect' Social Security PlanningThe RSSA Roadmap will be a powerful tool in the hands of financial planners, Martha Shedden says.