Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
October 10, 2024
For More Business, Get Out of the World of 'Get'Instead of being a prospector, try being a listener and idea provider.
October 10, 2024
Kamala Harris Proposes Medicare Home Care BenefitShe hopes to use prescription benefit savings and international tax changes to pay for the services.
October 09, 2024
5 Things Advisors Should Know About the Great Wealth TransferA large share of potential inheritors plan to hire an advisor, a new survey finds.
October 03, 2024
Gen X Women Say They'll Need $2.1 Million to Retire ComfortablyThis is substantially more than women in other generations say they will need, Northwestern Mutual reports.
September 30, 2024
Should You Switch Firms? Straight Talk From a Top Advisor RecruiterThere are critical steps to take (and mistakes to avoid) when seeking a new firm, Mindy Diamond says.
September 30, 2024
Affluent Investors Are Increasingly Willing to Pay for Advice: CerulliMajorities of both men and women say this, but they have varying preferences, research finds.
September 24, 2024
Mercer Appoints Chief People Officer Amid Rapid GrowthThe firm has tapped a McKinsey & Co. alum, Elizabeth Hioe, for its senior leadership team.
September 24, 2024
Raymond James Cancels Women's Symposium Due to Hurricane ForecastThe forecasted path of Helene will bring the storm near Orlando, the site of the annual conference.
September 17, 2024
How to Lift Yourself and Others Through Storytelling: 5 Simple StepsTelling your story can be a game changer for advisors and firms seeking strong leadership.
September 17, 2024
Ex-BofA Banker's Murder Trial Postponed to MarchA key detective in the case became unavailable due to pregnancy complications, prosecutors told the court.