Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
New CFP Board, FPA Leaders Assume Their Roles
By Janet LevauxKamila Elliott is CFP Board's chair for 2022, the first Black American in this post; Dennis Moore is FPA president.
January 04, 2022
The Hidden Hazards of Taking a Social Security Lump SumA client's plan to work six months after full retirement age and then collect a big payment could have consequences.
December 29, 2021
How to Really Connect With Clients: Carson's Sarah Cain"We see a lot of really generic marketing and messaging," says the vice president of Coaching and Consulting for the Carson Group.
December 23, 2021
The Do's and Don'ts of Advisor MarketingMeghan McCartan, head of marketing for Hightower Advisors, breaks down the best practices with April Rudin, head of the Rudin Group.
December 23, 2021
Merrill Revamps Wealth Management LeadershipThe unit named Lindsay Hans and Chandler Root as new division executives, according to Merrill President Andy Sieg.
December 22, 2021
Thrivent's Carolyn Armitage: The Resolution Advisors Should Make for 2022The Thrivent Advisor Network head is providing Thrivent's new independent RIA with strategic guidance.
December 21, 2021
Stock Market Opportunities in a Demand-Fueled EconomyAs consumer demand stays strong, here's where I'm allocating as we head into 2022.
December 17, 2021
How Being Tuned Into Psychology Pays Off in Finance: Cambridge's Amy WebberIt's tough to balance the care your employees and clients need, but "if you fail your clients, you will inevitably fail your employees too," the executive points out.