Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Edward Jones Seeks to Shed ‘Cookie Cutter’ Image
By John ManganaroNew comprehensive offerings are luring more experienced advisors, Managing Partner Penney Pennington tells ThinkAdvisor.
March 10, 2025
These Two 'Dealbreakers' Mean It's Time to Find a New Firm: ConsultantMuriel Consulting founder Shelby Nicholl discusses when advisors should switch firms and how to choose a new one.
March 06, 2025
Liz Ann Sonders: Two Major Indexes Hit Correction TerritoryConcerns over tariffs, DOGE cuts and immigration policy are hitting stocks, the Schwab analyst noted.
March 03, 2025
Talk to Your Female Clients Now About Social SecurityThe majority of beneficiaries are women, and recent changes give advisors a good reason to reach out.
March 03, 2025
7 Factors to Consider When Choosing a Retirement CommunityPicking the right landing spot is one of the biggest decisions a client can make.
February 28, 2025
'Stop Treating Money Like Math,' Podcaster and Planner Says"Everyone's Talkin' Money" host Shannah Game, a CFP, talks to ThinkAdvisor about planning from a "therapeutic perspective."
February 24, 2025
Social Security Claiming: The Case of Medicare and the Non-Working SpouseSpouses without an earnings record must wait for their working spouse to file, but Medicare is another matter.
February 20, 2025
Jackson Still Has Too Much MoneyThe annuity issuer might cope with the extra cash by buying something.