Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Advyzon Platform Integrates Andes Risk Analytics, Hires Helen Yang
By John ManganaroYang, Andes Risk's founder and CEO, is joining Advyzon as an executive vice president.
December 05, 2025
Meet the 2025 Luminaries WinnersThe talented individuals and firms were recognized Thursday at ThinkAdvisor's fifth annual gala event.
December 02, 2025
Social Security Claiming: The Case of the Big Age GapCouples with a significant difference in their ages have a strong incentive to be strategic while accessing benefits.
November 26, 2025
New Bill Eases Restrictions on Social Security Survivor's BenefitsOne provision of the SWIFT Act would eliminate the benefit cap for those whose deceased spouse claimed early.
November 25, 2025
How to Plan for Single Clients in the Decade Before RetirementThose who are divorced, widowed or never married can face planning challenges that married clients don't.
November 24, 2025
7 Tax-Efficient Ways to Give to Kids This Holiday SeasonGifting to minors can lead to major tax savings, Northern Trust Institute tax whiz Jane Ditelberg says.
November 24, 2025
7 New Stats on 401(k)s, IRAs: FidelityAccount balances on Fidelity's platform reached new record highs in the third quarter.
November 18, 2025
A Real Retirement Plan Is More Than MoneyPreparing financially for life after the workplace is important, Rudri Patel maintains, but it’s only half the battle.