Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
If 90% of Clients Are Satisfied, Why Do Only 35% Make Referrals?
By Michael S. FischerA new survey from Julie Littlechild's Absolute Engagement shows how advisors can make clients happier.
July 10, 2023
April Rudin on Threads: 'Look Before You Leap!'Marketing experts counsel advisors to take a wait-and-see approach to the new social media platform.
July 05, 2023
Bringing More Women Into the Industry Will Require EveryoneIt's not the job itself but typically culture that pushes women out of the industry, Sheryl Hickerson says.
July 03, 2023
Why the Great Wealth Transfer's Biggest Beneficiaries Aren't Happy With AdvisorsWomen, Blacks and Latinos are getting wealthier and looking for more from advisors, Willow CEO Lacy Garcia says.
June 29, 2023
9 Market, Economic Predictions for the Rest of 2023: SchwabDespite a strong market showing, weakness could be ahead, Schwab strategists say.
June 28, 2023
Raymond James Names New Head of Advisor Inclusion NetworksSamantha Trebesch will be head of the networks, which were led earlier by Renée Baker.
June 27, 2023
Nitrogen, FMG Team Up on New Marketing Solution for AdvisorsThe marketing solution will help advisors leverage Nitrogen's lead-generation tools within FMG's platform, the companies said.
June 26, 2023
What if the Recession We've Been Waiting for Already Happened?In fact, data suggests we might have already had a "real hard landing," Fidelity strategist Denise Chisholm says.