Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Annuity Issuer Names New CEO
By Allison BellGeorgette Nicholas has taken over as CEO of Midwest Holding, a small life insurer with big ambitions.
November 22, 2021
Christine Benz on the Industry Issue That Keeps Her Up at NightThe Morningstar columnist also dishes on her love of cooking and why "life planning" is the next frontier for advisors.
November 22, 2021
Vanguard Adds Fourth Female Board MemberTara Bunch leads global operations at Airbnb, where she oversees customer service and payments for hosts.
November 19, 2021
How Divorce Affects Charitable GivingDonor-advised fund accounts can help ex-spouses divide certain assets and develop their own charitable missions.
November 18, 2021
Thomas H. Lee Advisory Partner Buys Stake in $2B Austin RIAKent Weldon, who is also a Morgan Stanley alum, is backing an RIA led by Merrill Lynch veteran Russ Norwood.
November 17, 2021
Marcia Mantell: Social Security, Medicare and What Advisors Need to KnowThe retirement expert discusses key statistics to watch and provides a glimpse into how she happily takes her work home.
November 17, 2021
KKR Makes Large Investment in $20B RIA Beacon PointeBeacon Pointe, led by CEO Shannon Eusey, now includes about 110 financial advisors.
November 16, 2021
The 4% Rule Is Dead: New Morningstar StudyHere's how much most retirees can spend safely and how advisors can create an individualized plan, according to new research.