Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Do All of Your Clients Have an Estate Plan? They Probably Should.
By John ManganaroStarting the process early yields the best results, attorney Holly Geerdes tells ThinkAdvisor.
March 14, 2023
The 5 Elements of a Comprehensive Retirement PlanComprehensive financial and tax planning and monitoring throughout the retirement years can significantly extend the longevity of portfolios.
March 10, 2023
Good Advisors Can't Ignore the Inequities Following Women Into RetirementThe wage gap between men and women follows women into retirement and is worsened by their greater longevity.
March 09, 2023
A Retirement Recipe for Advisors Who Don't 'Cook'Popular consultant Marcia Mantell's latest book is for production-based advisors and agents whose clients need retirement help.
March 09, 2023
UBS Teams With Fintech Incubator: Tech RoundupAlso, Advisors Excel is making Catchlight insights and AI available to its U.S. advisors to help with leads.
March 08, 2023
Fund of Women-Run Firms Is Beating the S&P 500The Hypatia Women CEO ETF invests in companies with a female chief executive officer. So far, that strategy is paying off.
March 07, 2023
Women Lag Men in Retirement Confidence, Financial Literacy: BMO SurveyWomen were far more likely than men to say they did not have a financial plan.
March 06, 2023
LPL Picks Up $1.45B Advisor Team From Wells FargoCarnegie Private Wealth is the 29th team to join LPL Strategic Wealth Services since it launched in April 2020.