Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
A Financial Planning Checklist for Newly Single Clients Over 50
By Roger WohlnerAfter a divorce or the death of a spouse, here are some important topics to discuss with your client.
January 27, 2022
UBS Launches Program for 'Multicultural Investors'The new segment is led by Melinda Hightower, formerly of JPMorgan Chase.
January 27, 2022
New Ameriprise Ads Spotlight Personalized AdviceThe BD's new tagline is intended to capture the surging demand for advice since 2020, a marketing exec says.
January 26, 2022
Anthem Posts 30% Increase in Medicare Advantage EnrolleesGail Boudreaux, the CEO, is reporting no signs of unusually aggressive price competition.
January 25, 2022
Heather Kane to Chair National Association for Fixed AnnuitiesNAFA is promoting the Retirement 2.0 package in Washington and leading an annuity awareness month effort.
January 25, 2022
January Stock Selloff Is 'Glaring': Schwab's SondersThe S&P 500 is teetering on a correction; the Nasdaq has already slipped into one.
January 24, 2022
Nuveen Names Saira Malik Chief Investment OfficerThe 26-year investment veteran will lead the firm's strategic market views and investment teams.
January 21, 2022
First Black CFP Board Chairwoman Aims to Be 'New Face' of Financial PlanningIncreasing access to, and diversity in, the profession are among the CFP Board's main priorities, Kamila Elliott tells ThinkAdvisor.