Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
20 Books Loved by Industry Execs
By Janet LevauxCarl Richards, Bill Crager, Natalie Wolfsen and others recommend these reads for inspiration, lessons in leadership and fun.
December 06, 2023
Jackson Executive's Team Makes the Data TalkHeather Fitzgerald, who joined the annuity issuer in 2019, helps the company use information to power sales.
December 05, 2023
Younger Couples: Let's Talk Money First, Then CommitmentFinancial conversations should occur before a relationship becomes serious, according to Northwestern Mutual.
December 04, 2023
CEO: To Lead an RIA, 'You Have to Understand People'Technical knowledge is not enough, SignatureFD chief Heather Robertson Fortner tells ThinkAdvisor.
December 01, 2023
3 Interesting Social Security Questions Advisors Asked This YearSome clients have unusual circumstances, and their questions can take even the best advisors aback.
November 29, 2023
Help Your Clients Conquer Financial Shame, Bestselling Author Urges Advisors"Your clients come to you riddled with shame," Tiffany Aliche says.
November 29, 2023
Advice Industry Needs More Women: Carson GroupUnderrepresentation of women can hurt firms that are not staffed appropriately to meet the clients' changing needs.
November 21, 2023
Fidelity International CEO Unexpectedly Steps DownFidelity International assets almost doubled during Anne Richards' tenure to $714.3 billion as of Sept. 30.