Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Female Tech Leaders Who've Topped the Charts
By Editorial StaffThirty women in wealthtech have been recognized in special coverage by Investment Advisor/ThinkAdvisor to date.
January 27, 2021
Solving the 'Diversity Problem' in the Financial Advisory IndustryA new Cerulli report describes the steps firms should take to add, and keep, more women and advisors of color.
January 26, 2021
UBS Wealth Americas Posts 54% Jump in Pretax ProfitsInvested assets hit $1.6 trillion, as the advisor headcount dropped by 244 from last year to 6,305.
January 25, 2021
How to Help Clients Embrace Emotions to Make Better Financial DecisionsAspiriant partner Sandi Bragar says balancing clients' emotions is as important as mapping out their asset allocation and tax planning strategies.
January 25, 2021
The Pandemic, Women and STEMMetLife executive highlights a strategy some firms are using to fill positions that are still surprisingly hard to fill.
January 20, 2021
Less Than a Third of Wealth Managers Scaling AI Across Their BusinessesMost underestimate the long-term value AI can create by reimagining the client experience, Accenture research has found.
January 19, 2021
How to Make It as a Woman in the Advisory BusinessThe Carson Group's president, Teri Shepherd, tells ThinkAdvisor about key traits to success and how her firm is trying to increase diversity.
January 15, 2021
Krawcheck: Pandemic Could Set Women Back DecadesThe coronavirus-fueled recession "will have ripple effects for years" on women's economic progress, the Ellevest CEO tells ThinkAdvisor.