Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Parents at Home Need Life Insurance Too: Idea File
By Allison BellYou may know that, but an online agency founder says many young clients don't.
September 09, 2021
After NCAA Ruling, Morgan Stanley Takes On a New MarketSandra L. Richards tells ThinkAdvisor how the firm's specialized advisors help college athletes build a road map to financial success.
September 08, 2021
Texas Gets an Insurance Commissioner — After a YearCassie Brown has been the state's commissioner of workers' compensation.
September 08, 2021
Goldman, United Capital Veteran Named New FiComm PresidentWealth management expert Tim Welsh's role at FiComm, meanwhile, is expanding.
September 07, 2021
3 Ways Advisors Can Better Serve Female InvestorsFocus on a segment of the market and tailor your approach, Cerulli suggests.
September 03, 2021
The 5 Stages of Financial IndependenceJamila Souffrant, host of the popular "Journey to Launch" podcast, tells ThinkAdvisor about her method and how it differs from FIRE.
September 02, 2021
5 Steps for Becoming a Celebrity Thought LeaderHere are the keys to building the kind of influence that draws wealthy prospects, and other thought leaders, to you.
September 02, 2021
Goldman Adds Executive From SchwabCynthia Loh has been named to a key post in the Personal Financial Management Group.