Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How to Help Women Claim Social Security in 4 Different Situations
By Marcia MantellHow advisors explain clients' benefit claiming options can make or break financial success in their 80s and beyond.
March 12, 2024
6 Ways for RIAs to Win Next-Gen AdvisorsKate Healy and Caleb Brown shared tips on how to develop, and keep, up-and-coming talent.
March 11, 2024
What Same-Sex Couples' Different Life Spans Mean for Their Retirement PlanningJ.P. Morgan's new Guide to Retirement reveals a pitfall of relying too closely on "average" life expectancy.
March 08, 2024
8 Wealth Planning Insights From a Business and Estate LawyerMonique Hayes has seen a lot of things go wrong when wealth changes hands.
March 08, 2024
3 Female Advisors Launch Women-Focused RIAOne focus for Expressive Wealth will be creating more visibility for women in the profession, the CEO said.
March 07, 2024
Advisor Etiquette for Tough SituationsEtiquette expert Sara Jane Ho reveals how to graciously navigate first impressions, grieving widows and angry clients.
March 07, 2024
RFG Advisory Hires Abby Salameh as Top Growth ExecThe growing RIA platform provider also brought on Brendan Frazier and Kenneth J. Kim in C-level roles.
March 07, 2024
FINRA Arbitration & Mediation: 6 Reasons to Do BothHere's an in-depth look at why you don't want to limit your advisory practice to only one method of dispute resolution.