Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
New Platform Aims to Boost Diversity of Event Speakers
By Janet LevauxSonya Dreizler and Liv Gagnon have launched Choir, a platform and certification process for conferences.
January 07, 2022
New CFP Board, FPA Leaders Assume Their RolesKamila Elliott is CFP Board's chair for 2022, the first Black American in this post; Dennis Moore is FPA president.
January 06, 2022
3 Steps to Boost Organic GrowthMost of our clients ask about how to grow without adding marketing, hiring rainmakers or looking at M&A possibilities.
January 06, 2022
Why Rachel Robasciotti Works to 'Mobilize Investors'The Adasina Social Capital CEO explains how she has taken diversity and inclusion in financial services to a new level.
January 04, 2022
The Hidden Hazards of Taking a Social Security Lump SumA client's plan to work six months after full retirement age and then collect a big payment could have consequences.
December 29, 2021
How to Really Connect With Clients: Carson's Sarah Cain"We see a lot of really generic marketing and messaging," says the vice president of Coaching and Consulting for the Carson Group.
December 23, 2021
The Do's and Don'ts of Advisor MarketingMeghan McCartan, head of marketing for Hightower Advisors, breaks down the best practices with April Rudin, head of the Rudin Group.
December 23, 2021
Merrill Revamps Wealth Management LeadershipThe unit named Lindsay Hans and Chandler Root as new division executives, according to Merrill President Andy Sieg.