Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Advisor Texting, DOL Fiduciary Rule Are Hot-Button Issues This Year
By Melanie WaddellLabor will likely release a fiduciary rule before summer ends, attorney Sara Crovitz tells ThinkAdvisor.
February 08, 2023
Black Women Business Owners Need Advisors' Attention: Danielle Byrd ThompsonThe Equitable advisor sees many with complicated, unmet planning needs.
February 03, 2023
7 Ways to 'Future-Proof' Your Independent PracticeWhether a firm has one advisor or 100, creating the right succession plan isn't easy, but these tips can help.
January 31, 2023
Where Investing and Progressive Politics MixModernist Financial CEO Georgia Hussey helps investors structure their wealth according to their progressive values.
January 31, 2023
9 Ways Advisors Can Drive and Close More Leads in 2023Samantha Russell and Susan Theder of FMG Suite explain how to kickstart your lead generation.
January 31, 2023
How RIAs Can Wow Young Talent: LUMINARIES PodcastSchwab Advisor Services' Lisa Salvi says young adults want to see a clear path to a rewarding career and business ownership.
January 30, 2023
AIG Fires Interim CFOMark Lyons was named interim CFO just weeks ago. Sabra Purtill is replacing in this role.
January 30, 2023
House Passes Financial Exploitation Prevention ActThe bill, introduced by Rep. Ann Wagner, is aimed at protecting older investors.