Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Financial Confidence Is Up for Women of Color, but Retirement Readiness Still Lags
By John ManganaroThese women are generally hungry for more financial advice and support, Edelman Financial Engines finds.
March 10, 2023
Good Advisors Can't Ignore the Inequities Following Women Into RetirementThe wage gap between men and women follows women into retirement and is worsened by their greater longevity.
March 09, 2023
A Retirement Recipe for Advisors Who Don't 'Cook'Popular consultant Marcia Mantell's latest book is for production-based advisors and agents whose clients need retirement help.
March 09, 2023
UBS Teams With Fintech Incubator: Tech RoundupAlso, Advisors Excel is making Catchlight insights and AI available to its U.S. advisors to help with leads.
March 08, 2023
Fund of Women-Run Firms Is Beating the S&P 500The Hypatia Women CEO ETF invests in companies with a female chief executive officer. So far, that strategy is paying off.
March 07, 2023
Women Lag Men in Retirement Confidence, Financial Literacy: BMO SurveyWomen were far more likely than men to say they did not have a financial plan.
March 06, 2023
LPL Picks Up $1.45B Advisor Team From Wells FargoCarnegie Private Wealth is the 29th team to join LPL Strategic Wealth Services since it launched in April 2020.
March 06, 2023
6 Steps for Building the Best Comp Plan for Your FirmLike clients' financial plans, advisors' compensation structures shouldn't be just about money.