Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How a Consultant Turns Her Own Career Into Client Growth
By Ginger SzalaThanks to time spent at LPL and other firms, Echelon Partners' Carolyn Armitage can take leaders to the next level.
March 30, 2020
The Lowdown on Michael Kitces' New GigHere are some details about his and Jeff Levine's big move to Buckingham Wealth Partners.
March 30, 2020
Success Secrets That Female Advisors Can Teach Their PeersWomen think holistically, which is a boon to their clients and supports the development of long-lasting client-advisor relationships.
March 26, 2020
Best Full-Service Wealth Management Firms Ranked by Investors: J.D. Power — 2020Client satisfaction reached a record high in the survey, conducted at the end of the last bull market.
March 24, 2020
Women vs. Men: Who Wins at Investing?Recent studies found women are less confident with investing, and more likely to use advisors, than men.
March 17, 2020
Single Women Like Unconventional Investments: E-TradeThey are also more likely to dip into their retirement savings than the general population, according to a survey.
March 12, 2020
Kitces Moves to Buckingham Wealth From PinnacleHis director of advisor education, Jeff Levine, is making the move, too. Here's what it means for their "nerdy" brand.
March 11, 2020
How a Fearless Girl Became a Leader at State StreetBrie Williams explains how she used critical advice to overcome tough challenges and embrace big opportunities.