Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
After NCAA Ruling, Morgan Stanley Takes On a New Market
By Jane Wollman RusoffSandra L. Richards tells ThinkAdvisor how the firm's specialized advisors help college athletes build a road map to financial success.
September 07, 2021
3 Ways Advisors Can Better Serve Female InvestorsFocus on a segment of the market and tailor your approach, Cerulli suggests.
September 03, 2021
The 5 Stages of Financial IndependenceJamila Souffrant, host of the popular "Journey to Launch" podcast, tells ThinkAdvisor about her method and how it differs from FIRE.
September 02, 2021
5 Steps for Becoming a Celebrity Thought LeaderHere are the keys to building the kind of influence that draws wealthy prospects, and other thought leaders, to you.
September 02, 2021
Goldman Adds Executive From SchwabCynthia Loh has been named to a key post in the Personal Financial Management Group.
September 01, 2021
A Wife Is Left by Her Husband. How Can She Claim on His Social Security?The ex-wife is 10 years older and has to go back to work. What can she do? Marcia Mantell connects the dots.
September 01, 2021
Cathie Wood's New ETF Shuts Out Banking, Fossil Fuels and ViceArk's Transparency ETF aims to track an index that is made up mainly of large tech and consumer firms such as Salesforce and Tesla.
September 01, 2021
Advisor Group Exec Moves to FMG SuiteSusan Theder will become chief marketing and chief experience officer of the software and services firm.