Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
CFP Diversity Ticks Up in 2022
By Jeff BermanWhile almost 30% of new CFPs in 2022 were women, the total remains stuck under 24%.
January 17, 2023
What Your Clients Don't Know About Longevity Could Hurt Their RetirementMost Americans don't know how long they can expect to live, on average. The ones who do are better savers.
January 13, 2023
8 Steps to Building a Thriving RIA BusinessThree marketing and business execs laid out a strategic path for starting out and scaling.
January 12, 2023
J.P. Morgan Wealth Unit Launches QuickDeposit: Tech RoundupIn addition, Rose Palazzo was named group president of Envestnet Financial Planning and will lead MoneyGuide operations.
January 12, 2023
Unmarried Women No Longer Pay a Financial Penalty in RetirementYounger female boomers who aren't married are catching up to their married counterparts, but there's a catch.
January 09, 2023
Got a Hiring Crunch? Maybe Your Firm's the ProblemIf you take a hard, honest look, you might find several reasons job candidates steer clear of joining your firm.
January 06, 2023
How to Personalize the Client Experience: Julie LittlechildGive clients what they want, not what you think they want, the Absolute Engagement founder says.
January 05, 2023
Fix Portfolios for End of Free Money: J.P. Morgan StrategistJ.P. Morgan Asset Management recommends focusing on fundamentals and embracing bonds.