Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Women Inactive in Household Finances Face Post-Divorce Hurdles
By Michael S. FischerNearly all women who worked with an advisor experienced improved confidence after their divorce, BMO Wealth Management research finds.
October 09, 2025
Stratos Wealth Names Ex-Hightower Exec as COOCharis Jones will oversee the firm's advisory operations and supervision departments, as well as Stratos Investment Management.
October 08, 2025
Most Boomer Women Have Inherited Wealth: JP MorganBut 93% of women who expect an inheritance say they're not counting on it to achieve their goals.
October 08, 2025
Planning Offers Many Women the Kind of Career They Want: CFP BoardThe relationship aspect of the people-first profession is especially appealing, an industry report finds.
October 07, 2025
How Advisors Can Dress to Gain Confidence and ClientsAre beards unprofessional? What does "business casual" really mean? Stylist Alison Bruhn discusses how to send the right message.
October 03, 2025
Stephanie Link: Where to Invest as AI, Economy Keep BoomingSeveral sectors look promising, and any weakness in the next few weeks is a buying opportunity, the strategist tells ThinkAdvisor.
September 30, 2025
Two Big Social Security Advisory Groups Join ForcesNARSSA’s president, Martha Shedden, said partnering with Social Security Advisors is a major step forward for both groups.
September 29, 2025
How to Get Nervous Clients to Open UpFear of talking about money leads to poor decisions and "financial secrets," financial therapist Erika Wasserman says.