Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
'Tremendous Upside' for RIA Firms: Beacon Pointe CEO
By Jane Wollman RusoffShannon Eusey, head of the biggest woman-led RIA in America, tells ThinkAdvisor what sets her business model apart.
December 08, 2022
8 Retirement Books Financial Advisors RecommendThese books can help advisors and clients work through the financial and non-financial challenges of retirement planning.
December 06, 2022
Inheritors Plan to Seek Financial Advice When the Money Arrives: SurveyNearly 80% of Americans surveyed expect to work with an advisor after receiving an inheritance.
December 05, 2022
Are Advisors Underestimating Their Clients' Retirement Anxiety?A survey finds investors reporting high anxiety but only 23% of advisors saying their retirement clients are "very anxious."
December 02, 2022
Black Ex-Merrill Reps Dismiss Discrimination SuitTwo ex-brokers had alleged that African American advisors were paid less and promoted less often than white advisors.
December 01, 2022
401(k) Plans Are Coming for Your RolloversThe growth of income annuities within 401(k)s could result in more retiring workers leaving their assets in-plan.
November 30, 2022
What Stock Investors Should Look for Right Now: Morgan Stanley Private Wealth ExecFocus on strong-performing sectors with earnings resilience like health care, Sherry Paul says.
November 30, 2022
Suze Orman: Even the Wealthy Need Emergency SavingsWealthy clients can face surprisingly big unexpected expenses, Orman says.