Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Barbara Eden to Help Market Life Insurance Policy Appraisals
By Allison BellThe 1960s icon will star in WeBuy75.com radio ads featuring the "I Dream of Jeannie" theme music.
January 05, 2024
8 Reasons Women Face Greater Retirement Risks Than MenSubstantial progress in educational and career attainment hasn't translated to an equitable level of post-work security.
January 04, 2024
Don't Buy Suze Orman's 12% Return Projection, Retirement Experts SayIt's good to consider future market returns, but not all projections are created equal, David Blanchett says.
January 04, 2024
Meet the FPA's New PresidentClaudia Cypher Kane, CFP, now leads the group and its 17,000 members. She's been an advisor since 1985.
January 03, 2024
Markets Lift a Half-Full Glass to 2024The economy has proved to be resilient, and Fed policy should stabilize. Not so fast on big tech.
January 03, 2024
What RIAs Need to Do Before They Can GrowWithout a clear vision and brand, you're going to waste money, Triad Wealth President Sara Baker warns.
January 02, 2024
3 Reasons RIAs Should Offer Multi-Family Office ServicesThese services can prove highly attractive to UHNW families with multi-generational wealth and complex financial needs.
January 02, 2024
Meet the First Woman With a $100 Billion FortuneShe's also the 12th richest person in the world, just behind Mexico's Carlos Slim, according to Bloomberg.