Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
3 Reasons Markets Could Get Worse Before They Get Better
By Dinah Wisenberg BrinA Bank of America strategist expects some risky events this year but says there are bright spots to be found.
February 15, 2023
10 Tips for Marketing Your Tax Planning ServicesMore than 90% of advisory clients want tax guidance but only 25% are getting it, Samantha Russell says.
February 14, 2023
What Big Firms Still Aren't Getting About Diversity: Lazetta Rainey BraxtonDiversity, equity and inclusion are not enough, the co-CEO of 2050 Wealth Partners tells ThinkAdvisor.
February 13, 2023
These 5 Questions Make Client Review Meetings Fun Again: Meghaan LurtzClients want more connection, and review meetings, done right, are a great way to build it, Lurtz says.
February 10, 2023
Advisor Texting, DOL Fiduciary Rule Are Hot-Button Issues This YearLabor will likely release a fiduciary rule before summer ends, attorney Sara Crovitz tells ThinkAdvisor.
February 09, 2023
Build, Buy or Partner: What's the Best Way for Advisors to Scale?DeVoe & Co.'s Doug Johnson and Alera Group's Tina Hohman discuss how to provide the services clients demand.
February 08, 2023
Please Take Politics Out of Social Security Reform: Martha SheddenThere is far more agreement than disagreement about the ways to fix Social Security, Shedden says.
February 08, 2023
Black Women Business Owners Need Advisors' Attention: Danielle Byrd ThompsonThe Equitable advisor sees many with complicated, unmet planning needs.