Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The 5 Elements of a Comprehensive Retirement Plan
By Martha SheddenComprehensive financial and tax planning and monitoring throughout the retirement years can significantly extend the longevity of portfolios.
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.
March 06, 2023
6 Steps for Building the Best Comp Plan for Your FirmLike clients' financial plans, advisors' compensation structures shouldn't be just about money.
March 03, 2023
Why Secure 2.0's RMD Delay Matters Even More Than Many ThinkThe RMD age increase delivers added flexibility for pre-retirees grappling with sequence risk, says Catherine Collinson.
March 03, 2023
How to Attract the Best, Most Overlooked ClientsThese prospects account for more than half of personal wealth.