Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
What Type of Advisory Firm Do You Lead?
By Angie HerbersAdvisors need to understand which type of firm they're leading, so they can best prepare it for future success.
April 13, 2021
Journey Strategic Wealth Expands, Opens San Francisco OfficeThe Summit, New Jersey-based firm has added the first advisor team under its new RIA partnership business model.
April 12, 2021
Carson Group Adds Ex-JPMorgan AdvisorChicago-based Alexander Legacy Private Wealth Management joins the Carson Partners network.
April 05, 2021
CFP Board Names Diversity & Inclusion ChiefThe former NASCAR exec will work to advance D&I programs and grow the number of diverse CFP professionals.
April 01, 2021
How to Give Financial Advice Anytime, AnywhereYou need to think differently and to know the biggest problems your clients face.
March 31, 2021
Female Advisors' Stress Rose in 2020: SurveyFemale advisors have been more stressed than their male counterparts during the pandemic, according to a Northern Trust FlexShares survey.
March 29, 2021
New Decade, New Chance to Close the Gender GapThe pandemic has set back women's growth in the financial advisory business. Action must be taken.
March 25, 2021
Carolyn McClanahan: 7 Health Care Benefits for Your Clients in American Rescue PlanThe CFP and physician tells ThinkAdvisor how the stimulus package makes health insurance cheaper and could even help clients retire earlier.