Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
15 Advisors Moved to Janney in Q2 From Merrill, Wells Fargo, Other Rivals
By Jeff BermanThe recruits added more than $3.8 billion in assets under advisement to Janney during the quarter.
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.
July 02, 2021
She Built a Virtual Planning Firm for Millennials Before It Was Cool"I really didn't feel like helping a bunch of rich, white, old guys get richer," Sophia Bera, a CFP, tells ThinkAdvisor.
July 01, 2021
How to Fine-Tune Your Client's Social Security Claiming StrategyA pre-retiree presented three scenarios for claiming spousal benefits. He understood most of the rules, but the devil's in the details.
July 01, 2021
How to Maximize Advisor Productivity While Avoiding BurnoutHow much can your team take on in a week without compromising the client experience? Here's how to figure that out.