Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Stocks Soar on Cool Inflation Reading, but Does This Rally Have Staying Power?
By Stephanie LinkThe October CPI report was a glimmer of hope, but we might not be out of the woods yet.
November 12, 2022
Meet the Winners of the Excell Women in Wealth Management AwardsMeanwhile, Carson Group said nearly 90% of poll respondents believe women in the industry face barriers that men are less likely to deal with.
November 11, 2022
Younger Workers, Women Need More Flexibility to Meet Financial GoalsA survey finds that younger workers have a bleak financial outlook.
November 11, 2022
3 Military Values That Drive Success in Wealth ManagementVeterans who pursue a wealth management career find it aligns with many of the experiences and values learned in military service.
November 10, 2022
Advocates Take Aim at Advisor Annuity SkepticismWill guaranteed income solutions ever find their foothold in the retirement advisor community?
November 10, 2022
FiComm, FMG Launch Coaching Program for Advisors: Tech RoundupAlso, Cadence Bank plans to onboard the investment business of legacy BancorpSouth Bank to LPL's platform this quarter.
November 08, 2022
4 Ways to Boost Your Firm's Client ReferralsAdding services like tax planning can increase client satisfaction and turn clients into vocal advocates for your firm.
November 07, 2022
UBS Expands Into 'Brazilian Texas' to Reach Newly Minted MillionairesUBS has 1,300 employees, including 570 wealth advisors, dedicated to 50,000 Latin American private-banking clients.