Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
August 12, 2024
RBC's Former CFO Sues Bank, Denies Affair With ColleagueFired in April, Nadine Ahn says she suffered "reputational harm" and "humiliation" and is asking for $36 million in pay and damages.
August 08, 2024
New Retirement Income Model Shows Who's at Highest RiskCertain demographic groups are at more risk of falling short than others, a new Morningstar analysis finds.
August 08, 2024
IRS Clarifies RMD Options for Surviving Spouses Under Secure 2.0The agency's long-awaited RMD guidance answered some questions about new options for these beneficiaries.
August 05, 2024
Pru's U.S. Chief Enters August Storms With Sunny Annuity NumbersCaroline Feeney expects the company's registered index-linked annuities to work well in all weather.
August 02, 2024
The Big Social Security Question Facing Stay-at-Home SpousesShould a dependent spouse return to work to get their credits? Here's what to consider.
August 02, 2024
Lincoln Financial Posts Surprising Annuity Sales FiguresPricing throughout the annuity sector appears to be "largely rational," CEO Ellen Cooper says.
August 01, 2024
Vanguard Fund to Change Management TeamJean Hynes will stop co-managing its health care fund next year, when Rebecca Sykes is set to become sole manager.
July 31, 2024
8 Ways the Advice and Investing Worlds Are Changing NowTCW CEO Katie Koch and Hightower CEO Bob Oros point to rising client expectations and RIA growth, for instance.
July 31, 2024
FPA Honors Planner With Focus on Best PracticesCarol Anderson works with clients to help them develop a more successful and satisfying relationship with money.
July 29, 2024
4 Words That Can Cost You Millions in AssetsIf you hear these words when a married female client introduces you, you're at risk of being replaced.