Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
What the Wealthiest Families Worry About the Most May Surprise You
By John ManganaroThere is always concern about minimizing taxes and earning solid returns, but a more nuanced issue stands out.
May 30, 2023
Americans With Annuities Want More Annuities: SurveyACLI President Susan Neely says the products fit with what concerns savers now.
May 30, 2023
Ambition, Betrayal, Family Drama: The Plot of 'Succession' or Your Client's Future?The struggles portrayed on the hit HBO show are commonplace and widespread, attorney Monique Hayes tells ThinkAdvisor.
May 26, 2023
Cathie Wood Defends ARKK's Move to Dump NvidiaWood's flagship ARK Innovation ETF has climbed 25% so far this year, outpacing the S&P 500's 9.4% gain.
May 26, 2023
Stock Rally Looks Shaky; Take Gains Now: UBS' McCartneyThe market is pricing in an exceedingly rosy future, the UBS private wealth managing director said.
May 26, 2023
Cathie Wood's ARKK Dumped Nvidia Stock Before $560B SurgeNvidia "has been very good to her. She was into the stock before it was cool," said ETF analyst Eric Balchunas of Bloomberg Intelligence.
May 17, 2023
Kate Healy to Leave Center for Financial Planning PostShe will step down as managing director of the CFP Board's Center for Financial Planning to open a consulting practice.
May 17, 2023
New Law Firm Offers Flat-Fee Service for Advisors in Retirement SpaceFounding partner Bonnie Treichel says Endeavor Law offers flat-fee solutions for legal issues normally billed hourly.