Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
LUMINARIES 2023 Finalists: Financial & Investment Innovation — Individuals
By Michael S. FischerThese VIPs have helped create unique products, services and processes that meet advisors' and investors' latest needs.
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.
September 01, 2023
How to Help UHNW Clients Pass On Their FortunesGet a family governance plan in place before it's too late, advises Jill Shipley.
August 28, 2023
The Annuity Market Might Split: CFRA AnalystCatherine Seifert suggests that private equity owners could be tougher than policyholder owners.
August 23, 2023
Ex-Carson Group Exec Gets Key FiComm Marketing PostMary Kate Gulick brings over 15 years of experience in financial marketing and communications to FiComm.
August 23, 2023
10 New Stats on How Cash Comes Out of Indexed AnnuitiesAnnuity planning is best done with the help of a financial advisor, LIMRA's Marianne Purushotham says.