Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
On Stage: The LUMINARIES 2022 Awards Ceremony
By Janet LevauxWe spotlight this year's winners, who came dressed to impress at the recent industry recognition event in New York's Lotte Palace Hotel.
December 19, 2022
Martha Shedden Holds Out Hope for Social Security 2100 Bill, Urges Caution in ReformThe Social Security educator discusses reform proposals she's watching and myths she wishes people would stop believing.
December 16, 2022
'Tremendous Upside' for RIA Firms: Beacon Pointe CEOShannon Eusey, head of the biggest woman-led RIA in America, tells ThinkAdvisor what sets her business model apart.
December 08, 2022
Next Hearing Set for Suspect in BofA-Merrill Exec's KillingEx-Merrill broker Anthony Duwayne Turner's next hearing is nearly a year and a half after the homicide.
December 08, 2022
8 Retirement Books Financial Advisors RecommendThese books can help advisors and clients work through the financial and non-financial challenges of retirement planning.
December 06, 2022
Inheritors Plan to Seek Financial Advice When the Money Arrives: SurveyNearly 80% of Americans surveyed expect to work with an advisor after receiving an inheritance.
December 05, 2022
Are Advisors Underestimating Their Clients' Retirement Anxiety?A survey finds investors reporting high anxiety but only 23% of advisors saying their retirement clients are "very anxious."
December 02, 2022
Black Ex-Merrill Reps Dismiss Discrimination SuitTwo ex-brokers had alleged that African American advisors were paid less and promoted less often than white advisors.