Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Voya Picks Heather Lavallee to Succeed Martin as CEO in 2023
By Allison BellUnder the new leadership, Lavallee says Voya will remain committed to helping clients with their health, wealth and investment needs.
July 12, 2022
Married Women Lost Most of Their Retirement Income Edge: StudyMeanwhile, never-married women's expected earnings replacement rate has increased, Alicia Munnell and colleagues say.
July 01, 2022
No, the Stock Market Hasn't Discounted a 2022 Recession: LPL StrategistVolatility is up but not at "higher panic levels" associated with big sell-offs, Quincy Krosby says.
June 30, 2022
Avoiding Nasty Surprises in Roth IRA Conversions: A Case StudyUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 30, 2022
Ric Edelman's Digital Asset Group Offers Course to Flourish Crypto Users: Tech RoundupAlso, Advisor360° enhances its existing beneficiaries capability for advisors.
June 29, 2022
Morningstar's Benz: 2 Risky Moves Investors Should Avoid Right Now"This is not the time for dramatic, either-or gestures," the personal finance director cautions investors.
June 29, 2022
Liz Ann Sonders: We May Already Be in a RecessionSchwab's chief investment strategist says a key "known" risk continues to be an aggressive Fed.
June 29, 2022
First Republic's Erkan Named Greystone CEOHafize Gaye Erkan joins the commercial-property lender as it expands into wealth management and private banking.