Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
8 Big Things Clients Don't Know About Estate Planning, Long-Term Care and Probate
By John ManganaroAdvisors who can help their clients avoid common pitfalls can deliver significant value throughout the estate planning process.
August 09, 2023
Jackson Aims to Lift Families From Poverty to Financial Well-BeingFinancial freedom doesn't begin at retirement; it's a lifelong pursuit built on financial knowledge, says Jackson's Danielle Robinson.
August 08, 2023
Hiring Today Is Tough. Here's How to Get It Right.Advisor turnover gives firms the chance to hire replacements with better, and clearer, expectations.
August 08, 2023
What Happens to 401(k)s, IRAs When Older Clients Get DivorcedRenee Hanson, CDFA, explains how retirement assets are divided and how to make the process less painful.
August 04, 2023
3 Pieces of Career Advice From One Female Advisor to AnotherBe intentional about your career path and surround yourself with people who support it.
August 02, 2023
The Big Thing Clients Don't Get About Social Security Spousal BenefitsMany clients (and some advisors) mistakenly believe they have a choice between their own benefit and their spouse's.
August 02, 2023
Women in Their Early 60s Want Annuities More Than Men Do: StudyThey're less likely than men to discuss annuities with advisors but more likely to want them, data shows.
July 27, 2023
LPL Taps New Exec From GoogleAlthea Brown will join the firm in September, replacing Chief Legal Officer Michelle Oroschakoff, who is retiring this fall.