Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Number of Female CFPs Hits Record Level
By Ginger SzalaGrowth statistics by the CFP Board also show rising numbers of black and Hispanic financial planners.
February 05, 2020
How to Deal With an Aging Advisor Force and Aging ClientsA new Cerulli report lays out the challenges and how to address them.
February 05, 2020
Advising Women Over 50Women in this age group face a number of life transitions that leave them in need of financial advice.
January 31, 2020
How to Maximize Your Value to Clients: Carson GroupIf you're not adding value, you stand to lose clients, Managing Director Michael David says.
January 24, 2020
What's Job. No. 1 for Women in WealthTech?For these 15 female leaders, the focus is on innovating and integrating resources, while redefining their role in the business.
January 22, 2020
Top Women in WealthTech 2020: Rachel Wilson of Morgan StanleyThere are great opportunities for women today "especially in the cybersecurity and fraud prevention space," she said.
January 22, 2020
Top Women in WealthTech 2020: Teri Shepherd of Carson Group"The easy road is not the path to innovation. Embrace diversity, fresh thinking, new ideas and often conflicting" views, she said.
January 22, 2020
Top Women in WealthTech 2020: Mary-Catherine Lader of Aladdin, BlackRock"Women's ability to rely on each other as partners and mentors within this space" is crucial for increasing their presence, she said.