Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
What 'Safe Withdrawal' Rates Really Mean (and Don't Mean): Christine Benz
By John ManganaroResearchers say "safe withdrawal" research remains useful, but it is also very easy to misinterpret.
6 New Marketing Tips for Growing Financial Advisors
January 17, 2023
Ex-AARP Lobbyist Named New SEC Investor AdvocateCristina Martin Firvida oversaw federal and state advocacy on Social Security, pensions and more at AARP.
January 17, 2023
What Your Clients Don't Know About Longevity Could Hurt Their RetirementMost Americans don't know how long they can expect to live, on average. The ones who do are better savers.
January 13, 2023
8 Steps to Building a Thriving RIA BusinessThree marketing and business execs laid out a strategic path for starting out and scaling.
January 12, 2023
J.P. Morgan Wealth Unit Launches QuickDeposit: Tech RoundupIn addition, Rose Palazzo was named group president of Envestnet Financial Planning and will lead MoneyGuide operations.
January 12, 2023
Unmarried Women No Longer Pay a Financial Penalty in RetirementYounger female boomers who aren't married are catching up to their married counterparts, but there's a catch.
January 12, 2023
7 Pillars of Successful Networking for AdvisorsOn a Kitces podcast, wealth advisor Lisa Brown discusses how to build credibility and grow your career.
January 09, 2023
Got a Hiring Crunch? Maybe Your Firm's the ProblemIf you take a hard, honest look, you might find several reasons job candidates steer clear of joining your firm.