Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How to Help Clients With Make-or-Break Social Security Claiming Decisions
By John ManganaroThe first step happens before retirement, registered Social Security analyst Nicole Birkett-Brunkhorst says.
May 11, 2023
Could This Income Planning Software Keep Widows From Firing Their Advisors?Advisors solely focused on portfolio growth through risk-taking are ignoring important needs, David Macchia warns.
May 09, 2023
Cresset Merges With True Capital to Form $33B Multi-Family OfficeVeteran wealth management investment banker Liz Nesvold joined the merged company as president.
May 08, 2023
Wardrobe Do's and Don'ts for Looking Successful and TrustworthyCustom clothier Dara Lamb tells ThinkAdvisor how financial professionals, male and female, can dress for success.
May 08, 2023
Why Isn't Your Firm Growing? The Hard Truth Is Right in Front of YouYour P&L statement can be an unflinchingly honest mirror, if you're willing to look.
May 04, 2023
Workplace Flexibility Creates New Challenges for Women in Retirement FieldAdded autonomy has blurred the lines between home and office, helping and harming workers with caregiving responsibilities.
April 27, 2023
Dani Fava's Quest to Bring Financial Advice to the $500 InvestorThe head of product innovation at Envestnet aims to bring advisory services to the masses, she tells ThinkAdvisor.
April 25, 2023
Wealthtender Adds Testimonial Marketing EvangelistAdvisors are still not clear on how to comply with the new SEC Marketing Rule, Diana Cabrices says.