Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
NASAA Shortens Waiting Period for IAR Test Taking
By Melanie WaddellAfter their third unsuccessful attempt at the Series 63, 65 or 66, candidates could retest within 60 days.
July 31, 2026
Americans' Financial Literacy Lags as Demands Rise: StudyThe United States, Allianz Research finds, has the lowest level of such knowledge among eight developed countries surveyed.
July 31, 2026
Sign Up Now to Talk Social Security and Medicare With Marcia MantellClients have lots of questions about these two benefit programs. This retirement consultant has answers.
July 28, 2026
PRO
Clients Without Children Feel Misunderstood. Here's How They Say Advisors Can Change.A survey by Childfree Trust highlights the disconnect between advisors' assumptions and reality.
July 24, 2026
How Advisors Can Keep Rising Costs From Derailing Clients' Retirement PlansWhen cash flow tightens, clients can be tempted to cut retirement savings. Here's how to reframe the conversation.
July 23, 2026
PRO
How Advisors Can Support Clients With IVF, Adoption & SurrogacyExpanded family-building measures can often carry retirement, tax and emotional complications.
July 21, 2026
Hybrid Remains the Most Popular Advisor Channel: AdvizorProAbout 31% of wirehouse advisors are women, versus 19% of independent RIAs, a new report finds.
July 16, 2026
Nearly a Third of Commonwealth Advisors Left After LPL Acquisition: ReportRaymond James has been a major destination for former Commonwealth wealth management professionals.