Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Kate Healy to Leave Center for Financial Planning Post
By Jeff BermanShe will step down as managing director of the CFP Board's Center for Financial Planning to open a consulting practice.
May 11, 2023
What Wealthy Families Need From AdvisorsChloe Wohlforth tells ThinkAdvisor why transferring wealth is so tricky and why demand for female advisors will rise.
May 11, 2023
6 Advisor Marketing Strategies That Really WorkAt a Kitces Marketing Summit, advisors discussed ways they had successfully attracted new clients.
May 11, 2023
Could This Income Planning Software Keep Widows From Firing Their Advisors?Advisors solely focused on portfolio growth through risk-taking are ignoring important needs, David Macchia warns.
May 09, 2023
Cresset Merges With True Capital to Form $33B Multi-Family OfficeVeteran wealth management investment banker Liz Nesvold joined the merged company as president.
May 08, 2023
Wardrobe Do's and Don'ts for Looking Successful and TrustworthyCustom clothier Dara Lamb tells ThinkAdvisor how financial professionals, male and female, can dress for success.
May 08, 2023
Why Isn't Your Firm Growing? The Hard Truth Is Right in Front of YouYour P&L statement can be an unflinchingly honest mirror, if you're willing to look.
May 04, 2023
Workplace Flexibility Creates New Challenges for Women in Retirement FieldAdded autonomy has blurred the lines between home and office, helping and harming workers with caregiving responsibilities.