Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Samantha Russell: Don't Become the Next Blockbuster
By Jeff BermanThe digital marketing expert warns advisors not to build for the future by focusing on what's worked in the past.
April 27, 2021
How Well-Being Drives a Future Financial PlannerThe winner of our 2020 New Planner Recruiting Tuition Reimbursement Scholarship is an example of where our industry is headed.
April 26, 2021
The Pros and Cons of Being a Data-Driven AdvisorRelying too much on data can make you miss what's most relevant to your business.
April 23, 2021
Commonwealth Nabs LPL Exec as General CounselPeggy Ho spent 14 years at LPL, most recently as head of government relations and chief of staff for compliance, legal and risk.
April 22, 2021
Meet the 2021 IA25: VIPs Pushing Advisors ForwardThis year's list features advisors, experts and leaders in financial services who are breaking new ground.
April 22, 2021
Turn Off the Camera, Pick Up the PhoneThese two communication changes can create striking improvements in your firm's virtual office culture.
April 21, 2021
Putnam Names Next Head of Institutional ManagementKaitlin M. May will take over on July 1, when current head Jeffrey L. Gould retires.
April 20, 2021
Marguerita Cheng: To Boost Advisor Diversity, Look Beyond RecruitingThe Blue Ocean Global Wealth founder tells ThinkAdvisor that the industry should encourage teamwork over cutthroat competition.