Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
These 5 Questions Make Client Review Meetings Fun Again: Meghaan Lurtz
By Jeff BermanClients want more connection, and review meetings, done right, are a great way to build it, Lurtz says.
February 08, 2023
Please Take Politics Out of Social Security Reform: Martha SheddenThere is far more agreement than disagreement about the ways to fix Social Security, Shedden says.
February 08, 2023
Black Women Business Owners Need Advisors' Attention: Danielle Byrd ThompsonThe Equitable advisor sees many with complicated, unmet planning needs.
February 03, 2023
7 Ways to 'Future-Proof' Your Independent PracticeWhether a firm has one advisor or 100, creating the right succession plan isn't easy, but these tips can help.
January 31, 2023
Where Investing and Progressive Politics MixModernist Financial CEO Georgia Hussey helps investors structure their wealth according to their progressive values.
January 31, 2023
9 Ways Advisors Can Drive and Close More Leads in 2023Samantha Russell and Susan Theder of FMG Suite explain how to kickstart your lead generation.
January 31, 2023
How RIAs Can Wow Young Talent: LUMINARIES PodcastSchwab Advisor Services' Lisa Salvi says young adults want to see a clear path to a rewarding career and business ownership.
January 30, 2023
AIG Fires Interim CFOMark Lyons was named interim CFO just weeks ago. Sabra Purtill is replacing in this role.