Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Mercer Hires Ex-LPL Exec to Lead Integration Efforts
By John ManganaroKatelyn Shackleton is tasked with piloting integration and accelerated growth of newly acquired partner firms.
October 08, 2025
Planning Offers Many Women the Kind of Career They Want: CFP BoardThe relationship aspect of the people-first profession is especially appealing, an industry report finds.
October 07, 2025
How Advisors Can Dress to Gain Confidence and ClientsAre beards unprofessional? What does "business casual" really mean? Stylist Alison Bruhn discusses how to send the right message.
October 03, 2025
Stephanie Link: Where to Invest as AI, Economy Keep BoomingSeveral sectors look promising, and any weakness in the next few weeks is a buying opportunity, the strategist tells ThinkAdvisor.
September 30, 2025
Two Big Social Security Advisory Groups Join ForcesNARSSA’s president, Martha Shedden, said partnering with Social Security Advisors is a major step forward for both groups.
September 29, 2025
How to Get Nervous Clients to Open UpFear of talking about money leads to poor decisions and "financial secrets," financial therapist Erika Wasserman says.
September 23, 2025
J.P. Morgan Advisors Replaces Retiring CEOMollie Colavita, formerly a managing director in the private client services group, will take over for Phil Sieg.
September 22, 2025
The 7 Pillars of a Successful Advisory Firm SaleHere's what buyers want to see — and what scares them off, according to consultant Linda Bready.