Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Why Claiming Social Security at 64 or 67 Could Be a Big Mistake
By Michael FinkeAt these ages, waiting just one more year provides a significant jump in benefits.
February 07, 2022
Betty White Helped Transform Life Settlement IndustryA life settlement veteran recalls how she helped make what he does mainstream.
February 04, 2022
The $3 Trillion Question: What if Women Invested at the Same Rate as Men?BNY Mellon investigated why they don't — and how those trillions would be invested if they did.
February 04, 2022
5 Keys to Managing When Everyone's Out Sick, AgainAdvisor absenteeism due to illness has reached levels that could have longer-term ramifications, Angie Herbers says.
February 03, 2022
Wall Street Bonus Rules Should Be Revisited at Fed: RaskinSarah Bloom Raskin is keen to revisit sweeping limits on bonuses if confirmed to be the Federal Reserve's top banking watchdog.
February 03, 2022
Less Than a Quarter of CFPs Are Women (Still)The share of planners who are women has been stuck around 23% for years, the CFP Board reports.
January 31, 2022
How Can Our Industry Help Narrow the Gender Gap?An AIG Life & Retirement distribution executive says changes in hiring and executive development could help.
January 28, 2022
A Financial Planning Checklist for Newly Single Clients Over 50After a divorce or the death of a spouse, here are some important topics to discuss with your client.