Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
LPL Sees Recruiting Benefits From Souped-Up HNW Services
By John ManganaroMany advisors on the move today want the ability to serve wealthy clients more holistically, Jen Hollers says.
February 09, 2024
Lincoln Financial Pushes Capital Levels Back UpEllen Cooper, the CEO, says annuity product updates will be coming out soon.
February 08, 2024
Fidelity Shuffles Senior ExecutivesSeveral top managers at the financial giant were given new roles in a major leadership shakeup.
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.