Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Why Secure 2.0's RMD Delay Matters Even More Than Many Think
By John ManganaroThe RMD age increase delivers added flexibility for pre-retirees grappling with sequence risk, says Catherine Collinson.
March 02, 2023
Advisor Speaks Out on Industry's Treatment of WomenFor one thing, finance has the biggest gender pay gap of any industry, Bridget Venus Grimes tells ThinkAdvisor.
March 02, 2023
How Raymond James Is Cultivating Black Advisor TalentAfter holding its ninth symposium for Black advisors, the firm says it's zeroing in on colleges and universities.
March 01, 2023
Women Likely to Help Other Women Reach Financial Goals: FidelityNearly 70% of female respondents in the survey said they help other women because another woman helped them.
March 01, 2023
Capital Group's 10 Investment Predictions for 2023The world is undergoing significant changes, and investors will need to reset expectations, Capital Group suggests.
March 01, 2023
13 Things Clients Don't Get About Taxes: Advisors' AdviceWe asked advisors how they cleared up their clients' biggest tax misconceptions.
February 28, 2023
Biden Nominates Julie Su as Labor Secretary, Replacing WalshSu would replace Marty Walsh, who is expected to become the head of the NHL players' union.
February 28, 2023
Merrill Names New Private Wealth HeadLindsay Hans will succeed Don Plaus as head of the firm's Private Wealth Management, International and Institutional.