Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Advice Industry Needs More Women: Carson Group
By Michael S. FischerUnderrepresentation of women can hurt firms that are not staffed appropriately to meet the clients' changing needs.
November 14, 2023
Health Agents' Advocate Hopes to Boost Consumers' VoiceJessica Brooks-Woods says patients need affordability and support for the right kind of care, not just coverage.
November 13, 2023
6 Scenarios When Advisors Must Deliver Bad NewsWhen clients need to hear unpleasant information, it is best to get it done quickly.
November 08, 2023
Leadership Means Taking a Hard Look at Real ProblemsThe best managers put aside quick-fix tasks and do the hard work of identifying deeper challenges.
November 02, 2023
Raymond James Names New Head of Indie Advisor UnitShannon Reid (right) will take the reins from Jodi Perry on Jan. 1.
October 20, 2023
New Custody, Clearing Firm Launches With Ex-Hightower Exec at HelmCatherine "Cat" Davies, previously Hightower chief solutions officer, was picked to lead Innovayte.
October 18, 2023
How Orion Picked Natalie Wolfsen to Be CEOCharles Goldman, Orion's executive board chairman, tells ThinkAdvisor what's next for the firm and its new leader.
October 17, 2023
Women's Top 6 Retirement WorriesGen Z's top concerns differ in notable ways from those of older women, Northwestern Mutual found.