Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
CFP Instructor: Choose Your Clients Carefully
By Allison BellWant to give advice that works? Hanna Ogle of the University of Texas recommends advising the right people.
August 08, 2023
What Happens to 401(k)s, IRAs When Older Clients Get DivorcedRenee Hanson, CDFA, explains how retirement assets are divided and how to make the process less painful.
August 04, 2023
3 Pieces of Career Advice From One Female Advisor to AnotherBe intentional about your career path and surround yourself with people who support it.
August 02, 2023
The Big Thing Clients Don't Get About Social Security Spousal BenefitsMany clients (and some advisors) mistakenly believe they have a choice between their own benefit and their spouse's.
August 02, 2023
Women in Their Early 60s Want Annuities More Than Men Do: StudyThey're less likely than men to discuss annuities with advisors but more likely to want them, data shows.
July 27, 2023
LPL Taps New Exec From GoogleAlthea Brown will join the firm in September, replacing Chief Legal Officer Michelle Oroschakoff, who is retiring this fall.
July 27, 2023
Why a 2024 Social Security COLA Under 4% Would Be Good News: MunnellThis would be much lower than previous years but reflects the fact that inflation is finally moderating.
July 20, 2023
Industry Veteran Voted 2024 CFP Board Chair-ElectElizabeth Miller founded Summit Place Financial Advisors in New Jersey and serves as its president.