Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
September 18, 2023
Warn Wealthy Clients Against Flimsy Asset Lists in Estate PlansApril Rosenberry, a veteran estate planner, sees making a list of what the client owns as just a start.
September 15, 2023
Ex-Wells Fargo Exec Avoids Prison Over Accounts ScandalCarrie Tolstedt agreed to a ban on working in the banking industry and to pay $21 million in civil penalties to regulators.
September 14, 2023
Integrity Marketing Hires a Life Unit PresidentTess Grace, a Mutual of Omaha veteran, will lead a company with $22 billion in annual sales production.
September 14, 2023
LUMINARIES 2023 Finalists: Thought Leadership & Education — IndividualsThese industry VIPs are leading the way with podcasts, TikTok content and tax strategies to help advisors grow their practices.
September 12, 2023
LUMINARIES 2023 Finalists: Financial & Investment Innovation — IndividualsThese VIPs have helped create unique products, services and processes that meet advisors' and investors' latest needs.
September 11, 2023
8 Ways Advisors Can Support Special-Needs PlanningGetting a robust financial plan in place can provide significant emotional relief to parents and families.
September 10, 2023
Orion Taps AssetMark CEO to Replace Eric ClarkeWhen Natalie Wolfsen joins the firm in mid-October, Clarke will take on a "supporting leadership role."
September 08, 2023
8 Ways Financial Planning Is Evolving for Advisors and ClientsThe collective impact of these trends will help remake the advisor industry in the coming decade.
September 05, 2023
Why Now's the Time to Move Out of Tech StocksHightower's Stephanie Link says today's market volatility is beneficial for advisors looking to diversify client portfolios.
September 01, 2023
Honor a Loved One for Life Insurance Awareness MonthBarbara Pietrangelo, Life Happens' chair, says single parents will be a focus of this year's campaign.