Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Hightower Nears Launch of National Trust Company
By Janet LevauxThe RIA tapped Tanya D. Simpson, former managing director of Charles Schwab Trust Co., to lead the business.
June 11, 2021
Is Cold Calling Dead?"Dead and buried," recruiter Danny Sarch says. Others give cold calling a place beside more modern tactics.
June 11, 2021
Thrivent Advisor Network Names New LeaderCarolyn Armitage, CFP, has been an executive at Echelon Partners, LPL Financial and ING Advisors Network.
June 11, 2021
10 Best Cities for Single Women to Buy a HomeResearchers ranked the cities by factors including women's income, home values and real estate taxes.
June 10, 2021
Goldman's Flip on Harassment Followed Campaign by Tiny ActivistFor years, the firm forced employees who allege harassment out of court and into the secretive world of arbitration.
June 03, 2021
Why Some Advisory Firms Struggle With RecruitingBNY Mellon Pershing's Christina Townsend talks to ThinkAdvisor about recruiting mistakes to avoid and how to boost diversity.
June 01, 2021
Can You Spot the Social Security Claiming Mistakes? Part 2Claiming spousal benefits under Social Security can be complicated. Here's part 2 of a case study.
May 28, 2021
7 Client-Experience Lessons Top Advisors Learned in the PandemicAdvisors from Edward Jones, Merrill Lynch, Morgan Stanley, Northwestern Mutual and UBS share some tips for navigating a crisis.