Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
When the Women of Insurance Move Into Financial Planning
By Margie BarrieCarson Group's report on gender discrimination in wealth management found bias and a recognition of the problem.
February 06, 2024
When Clients Are Laid Off, How to Ease the Sting: Advisors' AdviceAdvisors helping clients through low moments can set themselves up to retain business when good times return.
February 05, 2024
New Co-Op Helps Young Advisors Own a PracticeThe RIA platform Avise seeks to provide backend services in a nontraditional way, co-founder Katrina Soelter says.
February 02, 2024
Want to Refresh Your Website? First, Lose the YachtsWealthy investors are seeking authentic advisors who don't use cookie-cutter messages and images, says April Rudin.
February 01, 2024
4 Steps to Grow Your Advisory Business With Secure 2.0Legislation has positioned RIAs to easily and affordably add help small-business owners offer retirement plans.
February 01, 2024
Why Social Security Expert Mary Johnson Works With a Financial AdvisorEven those with a wealth of financial knowledge can benefit from a trusted sounding board and outside expertise.
February 01, 2024
AllianceBernstein Tweaks UHNW Advisors' Title, ProgramThe business plans to grow its client base through more "bespoke solutions" targeting the wealthy.
January 31, 2024
The 401(k): Now So Much More Than a Retirement PlanThese accounts are becoming far more flexible thanks to the Secure Acts, "401(k) Lady" Jeanne Sutton tells ThinkAdvisor.