Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
She Saw Few Black Advisors at Big Firms, so She Started Her Own
By Jane Wollman RusoffAnna N'Jie-Konte, 32, tells ThinkAdvisor why the financial firm recruiting process needs a total overhaul.
May 05, 2020
How a Consultant Turns Her Own Career Into Client GrowthThanks to time spent at LPL and other firms, Echelon Partners' Carolyn Armitage can take leaders to the next level.
April 27, 2020
How COVID-19 Is Impacting More Than Industry EventsVirtual shows might grow. But the advice business is built on relationships, which are best nurtured in person.
April 22, 2020
How Cheryl Nash Keeps Moving Forward as a Fintech StarThe CEO's mastered every job in the firm she leads, giving her varied views on the business and what it can offer women.
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.