Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Personal Investing Head Joanna Rotenberg to Leave Fidelity
By John ManganaroRotenberg helped steer the firm's partition of its personal investing business into two distinct entities.
December 12, 2023
Want to Save for Retirement in a Taxable Account? Try These Models: Morningstar's BenzWith the right investments, these accounts can be almost as tax-efficient as retirement accounts, she says.
December 12, 2023
DOL's Gomez Lays Out Fiduciary Rule's Chief GoalsDOL's two-day public hearing on its new fiduciary plan kicked off Tuesday, with more than 40 groups set to testify.
December 06, 2023
Jackson Executive's Team Makes the Data TalkHeather Fitzgerald, who joined the annuity issuer in 2019, helps the company use information to power sales.
December 05, 2023
Younger Couples: Let's Talk Money First, Then CommitmentFinancial conversations should occur before a relationship becomes serious, according to Northwestern Mutual.
December 04, 2023
CEO: To Lead an RIA, 'You Have to Understand People'Technical knowledge is not enough, SignatureFD chief Heather Robertson Fortner tells ThinkAdvisor.
December 01, 2023
3 Interesting Social Security Questions Advisors Asked This YearSome clients have unusual circumstances, and their questions can take even the best advisors aback.
November 29, 2023
Help Your Clients Conquer Financial Shame, Bestselling Author Urges Advisors"Your clients come to you riddled with shame," Tiffany Aliche says.