Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Firm Culture, Leadership Are Female Advisors' Biggest Hurdles: Study
By Michael S. FischerResearch from Carson Group and Hidden Insights Group reveals the main challenges women face in pursuing this career.
July 07, 2021
How to Help Widows Avoid Financial Risks of RemarriagePlanner Kathleen Rehl, a remarried widow herself, tells ThinkAdvisor how advisors can help these clients avoid financial exploitation.
July 07, 2021
Advisor Group Adds Kimmell From RBC to Head Business DevelopmentShe will oversee recruitment, transitions and onboarding across Advisor Group's network of six firms.
July 06, 2021
5 U.S. States Where COVID-19 Slashed Birth RatesIn these states, the pandemic has had a profound effect on population age distributions.
July 02, 2021
The United States Needs More BabiesA fertility care provider says the government can reverse declining birth rates by reducing barriers to fertility care.
July 02, 2021
She Built a Virtual Planning Firm for Millennials Before It Was Cool"I really didn't feel like helping a bunch of rich, white, old guys get richer," Sophia Bera, a CFP, tells ThinkAdvisor.
July 01, 2021
How to Fine-Tune Your Client's Social Security Claiming StrategyA pre-retiree presented three scenarios for claiming spousal benefits. He understood most of the rules, but the devil's in the details.
July 01, 2021
How to Maximize Advisor Productivity While Avoiding BurnoutHow much can your team take on in a week without compromising the client experience? Here's how to figure that out.