Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Citi to Cut 20,000 Jobs
By Todd GillespieIn all, Citigroup's firmwide headcount is set to decline by 60,000 jobs to 180,000 by the end of 2026.
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 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.
January 04, 2024
Meet the FPA's New PresidentClaudia Cypher Kane, CFP, now leads the group and its 17,000 members. She's been an advisor since 1985.
January 03, 2024
Markets Lift a Half-Full Glass to 2024The economy has proved to be resilient, and Fed policy should stabilize. Not so fast on big tech.
January 03, 2024
What RIAs Need to Do Before They Can GrowWithout a clear vision and brand, you're going to waste money, Triad Wealth President Sara Baker warns.