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 Avoid the Costliest IRA Mistakes
By Rob BurgessExcise taxes, penalties and loss of tax-deferred status are among the consequences of IRA errors, Denise Appleby says.
April 21, 2026
Raymond James Unit Taps Ex-DFA Exec to Lead ETF StrategyKristi Higgins had been a senior investment strategist at the advisory firm.
April 17, 2026
New Bills Boost Caregivers' Retirement Savings OptionsThe acts would allow Roth IRA contributions without earned income and add five years to catch-ups.
April 14, 2026
Social Security COLA Projected to Jump to 3.2% for 2027Sharply rising gas prices are driving the biggest monthly inflation jump since 2022, says Mary Johnson.
April 13, 2026
Morningstar to Sell Data Aggregator ByAllAccountsThe buyer, Pello Companies, provides fintech startups and growth companies with strategic advisory services and access to investment.
April 10, 2026
Nationwide Names Exec to Run Key Annuity Distribution PipesAnn Raible and Brad Carrier are now the leaders of Rona Guymon's former team.
April 09, 2026
New Bill Reverses Social Security Staff CutsThe Social Security Customer Service Act requires at least 75% of new hires to serve in customer service roles.
April 06, 2026
Should Social Security Benefits Be Capped?The Committee for a Responsible Federal Budget is calling for a limit based on marital status and claiming age.