Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Herbers & Co. Rolls Out Mobile Training App
By Janet LevauxThe new subscription-based app will provide instructional materials to growth-focused advisors in the U.S. and abroad.
June 17, 2021
3 Mistakes Leaders Make That Destroy Company CulturePlanning for the future is natural for advisors, but leaders must embrace the "now."
June 11, 2021
Is Cold Calling Dead?"Dead and buried," recruiter Danny Sarch says. Others give cold calling a place beside more modern tactics.
June 11, 2021
Thrivent Advisor Network Names New LeaderCarolyn Armitage, CFP, has been an executive at Echelon Partners, LPL Financial and ING Advisors Network.
June 11, 2021
10 Best Cities for Single Women to Buy a HomeResearchers ranked the cities by factors including women's income, home values and real estate taxes.
June 10, 2021
Goldman's Flip on Harassment Followed Campaign by Tiny ActivistFor years, the firm forced employees who allege harassment out of court and into the secretive world of arbitration.
June 03, 2021
Why Some Advisory Firms Struggle With RecruitingBNY Mellon Pershing's Christina Townsend talks to ThinkAdvisor about recruiting mistakes to avoid and how to boost diversity.
June 01, 2021
Can You Spot the Social Security Claiming Mistakes? Part 2Claiming spousal benefits under Social Security can be complicated. Here's part 2 of a case study.