Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Liz Ann Sonders: Two Major Indexes Hit Correction Territory
By Dinah Wisenberg BrinConcerns over tariffs, DOGE cuts and immigration policy are hitting stocks, the Schwab analyst noted.
February 28, 2025
'Stop Treating Money Like Math,' Podcaster and Planner Says"Everyone's Talkin' Money" host Shannah Game, a CFP, talks to ThinkAdvisor about planning from a "therapeutic perspective."
February 24, 2025
Social Security Claiming: The Case of Medicare and the Non-Working SpouseSpouses without an earnings record must wait for their working spouse to file, but Medicare is another matter.
February 20, 2025
Jackson Still Has Too Much MoneyThe annuity issuer might cope with the extra cash by buying something.
February 18, 2025
Most Women Are the Primary Investors in Their Household: CFP BoardThe increasing role in household money matters creates a growing opportunity for tailored advice, the Board says.
February 18, 2025
Cresset Names New Chief People OfficerMelissa Karetny previously led HR and talent integration during J.P. Morgan’s acquisition of First Republic Bank.
February 13, 2025
From Efficient to Enduring: The Keys to an Extraordinary Client ExperienceThere are three levels to master. First, figure out which level best describes your firm.
February 11, 2025
Wealth.com Adds Private Wealth HeadIn the new role, Kathy Wunderli will focus on estate planning, probate, trust administration and tax matters.