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 Keep Female Clients After the Loss of a Spouse
By Teresa J.W. BaileyMany advisors get fired by newly widowed clients. Here's how not to become a statistic.
September 10, 2024
Inside Edward Jones' Evolving Wealth StrategyA healthy culture is driving tech adoption and planning-first service at the firm, says Lena Haas.
September 09, 2024
Want to Get Better at Sales? AI Could Coach YouStefanie Boyer, a sales scientist, has trained it in the art of closing.
September 09, 2024
Association of African American Financial Advisors Names CEOSheena Gray says her leadership reflects a more progressive and inclusive future for wealth management.
September 09, 2024
How to Benchmark a Client Portfolio: Christine BenzGauging performance and suitability involves more than looking at major market indexes, Morningstar's retirement expert writes.
September 04, 2024
How to Prepare for Higher Tax Brackets in 2026While advisors brace for the potential halving of the estate tax exemption, most taxpayers have a bigger concern.
September 04, 2024
How a President Harris Would Tax the WealthyWhile the presidential candidate has supported proposals like a wealth tax, she is likely to hit stiff opposition.
September 03, 2024
Childfree Planning Turns Traditional Advice on Its HeadPeople without kids are an "underserved, underrepresented and sometimes mistreated population," advisor Jay Zigmont says.