Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
FINRA Arbitration & Mediation: 6 Reasons to Do Both
By Kim L. KirnHere's an in-depth look at why you don't want to limit your advisory practice to only one method of dispute resolution.
March 01, 2024
4 Ways to Help Trust Beneficiaries Feel TrustedTrust fund guardrails can, over time, lead to unintended predicaments for inheritors and their families.
February 29, 2024
SEIA Names New Director of Estate and Tax PlanningApril Rosenberry will be responsible for elevating the client experience and expanding support resources for advisors.
February 27, 2024
Finke, Toland to Launch Retirement Income Visualization PlatformThe new tool will initially be available to advisors on a subscription basis, and enterprise integrations are also expected.
February 26, 2024
To Refresh Your Brand, Be 'Personal First'Personal brands are "an important point of entry for getting new business," marketer April Rudin argues.
February 26, 2024
Goldman Promotes Meena Flynn to Co-Lead UHNW PushOverall, the firm wants to boost its private wealth-management results and become less reliant on volatile trading revenue.
February 22, 2024
She Was Set to Break Goldman's Glass Ceiling. Now Beth Hammack Is LeavingNow, only one woman is in charge of one of the bank's three units; she leads Platform Solutions, which is being dismantled.
February 21, 2024
LPL Sees Recruiting Benefits From Souped-Up HNW ServicesMany advisors on the move today want the ability to serve wealthy clients more holistically, Jen Hollers says.