Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
5 Ways to Prep Gig-Worker Clients for Retirement: Morningstar's Benz
By Ginger SzalaThe number of independent contractors is up 15% in last decade. Here's how to help these workers plan for the future.
December 10, 2020
10 Event Ideas to Connect With Clients' Adult ChildrenForm the bonds now or risk being fired by your clients' heirs.
December 08, 2020
3 Things Next-Gen Clients Want, and Aren't Getting, From AdvisorsMillennials say "traditional" advisors don't understand these issues, CFP Phuong Luong writes.
December 03, 2020
Why LPL's Waddell & Reed Deal Is a Big Score for Both SidesThe $300 million transaction is "a quality acquisition" for LPL with "substantial benefits" for W&R advisors, Jon Henschen says.
November 24, 2020
Clients Using Apps to Reach Advisors Happier Than Other Investors: J.D. PowerA third of both advised and DIY investors have used wealth management firms' mobile app more frequently during the pandemic.
November 11, 2020
Advisors Highlight Best Practices of 2020 at Virtual EventWith some 1,500 registrants, the 26th annual Raymond James Women's Symposium brought advisors and experts together to discuss resiliency and inspire success at a challenging time.
November 10, 2020
Why Small Is the New Big for RIAsWhile "scale" is today's industry buzzword, most advisory firms can survive and thrive despite their relative size.
October 30, 2020
Buckingham to Acquire $782M Oregon RIAThe addition of Confluence Wealth Management marks the sixth strategic partnership for Buckingham so far this year.