Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Raymond James Hires COO for Independent Channel
By Janet LevauxRonice Barlow, formerly of Franklin Templeton, steps into a newly created role in the Independent Contractor Division.
March 10, 2025
Ex-Banker Accused of Killing BofA Exec Faces Added ChargesThe "special allegation" charges mean Anthony Duwayne Turner could face the death penalty if convicted.
March 10, 2025
These Two 'Dealbreakers' Mean It's Time to Find a New Firm: ConsultantMuriel Consulting founder Shelby Nicholl discusses when advisors should switch firms and how to choose a new one.
March 06, 2025
Liz Ann Sonders: Two Major Indexes Hit Correction TerritoryConcerns over tariffs, DOGE cuts and immigration policy are hitting stocks, the Schwab analyst noted.
March 03, 2025
Talk to Your Female Clients Now About Social SecurityThe majority of beneficiaries are women, and recent changes give advisors a good reason to reach out.
March 03, 2025
7 Factors to Consider When Choosing a Retirement CommunityPicking the right landing spot is one of the biggest decisions a client can make.
February 28, 2025
'Stop Treating Money Like Math,' Podcaster and Planner Says"Everyone's Talkin' Money" host Shannah Game, a CFP, talks to ThinkAdvisor about planning from a "therapeutic perspective."
February 24, 2025
Social Security Claiming: The Case of Medicare and the Non-Working SpouseSpouses without an earnings record must wait for their working spouse to file, but Medicare is another matter.