Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Foundation for Financial Planning Names New Leaders
By Janet LevauxMeg Carpenter joins the board, which will be led by Dave Yeske and Tony Svach.
January 18, 2024
New Life and Annuity Deals Bring Wellness Into FoldA Capgemini consultant expects insurers to buy firms that help people live longer with "all-inclusive lifestyle" strategies.
January 17, 2024
Why Suze Orman Shunned a Million-Dollar PenthouseDon't assume that your wealthiest clients can't spend their way into liquidity problems, the bestselling author warns.
January 16, 2024
How to Talk to Clients Under 55 About Social SecurityEmpowering these clients to run their own scenarios can help ease their fears around the program's future.
January 12, 2024
A New Year, and a New 'Advisor-Driven Experience' at OrionThe firm aims to complete integration work in 2024, CEO Natalie Wolfsen tells ThinkAdvisor.
January 12, 2024
Citi to Cut 20,000 JobsIn all, Citigroup's firmwide headcount is set to decline by 60,000 jobs to 180,000 by the end of 2026.
January 11, 2024
Clients Have So Many Financial Needs. What's an Advisor to Do?Karen McColl of Commonwealth discusses how the firm is helping advisors meet demand for ever more planning services.
January 11, 2024
Number of CFPs in U.S. Nears 99,000The share of CFPs who are women continues to inch upward.