Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Dynasty to Make Minority Investments in Network Partner RIAs
By Jeff BermanThe company also added Rebecca Zeitels Alcalay, GF Investments vice president, to its board.
April 30, 2021
Samantha Russell: Don't Become the Next BlockbusterThe digital marketing expert warns advisors not to build for the future by focusing on what's worked in the past.
April 30, 2021
Christine Benz: Biden Tax Plan Is Wake-Up Call to Trim Portfolio RiskMorningstar's director of personal finance says advisors need to worry less about taxes and more about concentrated positions.
April 29, 2021
Your Team's Communication Problems Can Kill Your FirmA lack of clear communication lines can lead to confusion and overwhelm staff.
April 27, 2021
How Well-Being Drives a Future Financial PlannerThe winner of our 2020 New Planner Recruiting Tuition Reimbursement Scholarship is an example of where our industry is headed.
April 26, 2021
The Pros and Cons of Being a Data-Driven AdvisorRelying too much on data can make you miss what's most relevant to your business.
April 23, 2021
Commonwealth Nabs LPL Exec as General CounselPeggy Ho spent 14 years at LPL, most recently as head of government relations and chief of staff for compliance, legal and risk.
April 22, 2021
Meet the 2021 IA25: VIPs Pushing Advisors ForwardThis year's list features advisors, experts and leaders in financial services who are breaking new ground.