Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
New LPL Program Helps Advisors Take Short-Term Leave
By Janet LevauxThe program provides client-service coverage for up to nine months of family and medical leave.
July 13, 2021
15 Advisors Moved to Janney in Q2 From Merrill, Wells Fargo, Other RivalsThe recruits added more than $3.8 billion in assets under advisement to Janney during the quarter.
July 08, 2021
Firm Culture, Leadership Are Female Advisors' Biggest Hurdles: StudyResearch from Carson Group and Hidden Insights Group reveals the main challenges women face in pursuing this career.
July 08, 2021
When Your Team Is Overwhelmed, Hit ResetHere's how to keep your firm moving while the world seems to be pushing against you.
July 07, 2021
5 Ways Insurers Can Help Women Return to the OfficeGoing remote was hard. Returning to in-person work may be hard, too.
July 07, 2021
How to Help Widows Avoid Financial Risks of RemarriagePlanner Kathleen Rehl, a remarried widow herself, tells ThinkAdvisor how advisors can help these clients avoid financial exploitation.
July 07, 2021
Advisor Group Adds Kimmell From RBC to Head Business DevelopmentShe will oversee recruitment, transitions and onboarding across Advisor Group's network of six firms.
July 02, 2021
The United States Needs More BabiesA fertility care provider says the government can reverse declining birth rates by reducing barriers to fertility care.