Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How to Make It as a Woman in the Advisory Business
By Jane Wollman RusoffThe Carson Group's president, Teri Shepherd, tells ThinkAdvisor about key traits to success and how her firm is trying to increase diversity.
January 13, 2021
Top 10 Predictions for Wealth Management in 2021: Aite Group"The length of the pandemic is changing our industry for good," Aite research director Alois Pirker says.
January 12, 2021
4 Things Retirees Should Know About RMDs, Withdrawal Strategies in 2021Morningstar's Christine Benz spoke with Vanguard's Maria Bruno on retirement income planning in this unusual year.
January 11, 2021
$435M Team Ditches Merrill for Sanctuary WealthThe move comes as Merrill is closing its offices in the Ohio city where the team is based, Sanctuary says.
January 11, 2021
Retirement Literacy Among Women (and Men) Is Woefully Low: SurveyWomen scored worse than men on a test of retirement literacy, but they're also more open to financial advice, according to The American College.
January 04, 2021
Why Schwab's Kathy Jones Finds Fixed Income FascinatingSchwab's senior VP of fixed income strategy tells ThinkAdvisor her 2021 outlook and how she climbed from English lit major to bond guru.
December 30, 2020
Do 70/30 Portfolios Make Sense for Retirees?Morningstar's Christine Benz reviews the holdings of a couple in their 70s, who asked if their portfolio could benefit from a makeover.
December 29, 2020
3 Ways to Step Up Cybersecurity in Wake of SolarWinds BreachUse these events "as a learning opportunity and strive to make [your] data more secure," says F2 Strategy's Scott Lamont.