Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Cathie Wood Defends ARKK's Move to Dump Nvidia
By Carly Wanna & Caroline HydeWood's flagship ARK Innovation ETF has climbed 25% so far this year, outpacing the S&P 500's 9.4% gain.
May 17, 2023
Kate Healy to Leave Center for Financial Planning PostShe will step down as managing director of the CFP Board's Center for Financial Planning to open a consulting practice.
May 17, 2023
New Law Firm Offers Flat-Fee Service for Advisors in Retirement SpaceFounding partner Bonnie Treichel says Endeavor Law offers flat-fee solutions for legal issues normally billed hourly.
May 16, 2023
How to Help Clients With Make-or-Break Social Security Claiming DecisionsThe first step happens before retirement, registered Social Security analyst Nicole Birkett-Brunkhorst says.
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.