Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Apex Reshuffles Management, Rothschild Departs
By Janet LevauxTricia Rothschild is leaving her role as president ahead of the firm's expected $4.7 million initial public offering.
July 08, 2021
Firm Culture, Leadership Are Female Advisors' Biggest Hurdles: StudyResearch from Carson Group and Hidden Insights Group reveals the main challenges women face in pursuing this career.
July 08, 2021
When Your Team Is Overwhelmed, Hit ResetHere's how to keep your firm moving while the world seems to be pushing against you.
July 07, 2021
5 Ways Insurers Can Help Women Return to the OfficeGoing remote was hard. Returning to in-person work may be hard, too.
July 07, 2021
How to Help Widows Avoid Financial Risks of RemarriagePlanner Kathleen Rehl, a remarried widow herself, tells ThinkAdvisor how advisors can help these clients avoid financial exploitation.
July 07, 2021
Advisor Group Adds Kimmell From RBC to Head Business DevelopmentShe will oversee recruitment, transitions and onboarding across Advisor Group's network of six firms.
July 02, 2021
The United States Needs More BabiesA fertility care provider says the government can reverse declining birth rates by reducing barriers to fertility care.
July 02, 2021
She Built a Virtual Planning Firm for Millennials Before It Was Cool"I really didn't feel like helping a bunch of rich, white, old guys get richer," Sophia Bera, a CFP, tells ThinkAdvisor.