Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
5 Ways COVID-19 Has Increased Women's Retirement Worries
By Ginger SzalaA large majority of women state that the pandemic has hurt their future savings.
January 25, 2021
How to Help Clients Embrace Emotions to Make Better Financial DecisionsAspiriant partner Sandi Bragar says balancing clients' emotions is as important as mapping out their asset allocation and tax planning strategies.
January 25, 2021
The Pandemic, Women and STEMMetLife executive highlights a strategy some firms are using to fill positions that are still surprisingly hard to fill.
January 20, 2021
Less Than a Third of Wealth Managers Scaling AI Across Their BusinessesMost underestimate the long-term value AI can create by reimagining the client experience, Accenture research has found.
January 19, 2021
How to Make It as a Woman in the Advisory BusinessThe Carson Group's president, Teri Shepherd, tells ThinkAdvisor about key traits to success and how her firm is trying to increase diversity.
January 15, 2021
Krawcheck: Pandemic Could Set Women Back DecadesThe coronavirus-fueled recession "will have ripple effects for years" on women's economic progress, the Ellevest CEO tells ThinkAdvisor.
January 14, 2021
Wealth Enhancement Group Nabs $727M RIA in ConnecticutThe addition of Reby Advisors will increase WEG's metro New York location count to eight.
January 13, 2021
Top 10 Predictions for Wealth Management in 2021: Aite Group"The length of the pandemic is changing our industry for good," Aite research director Alois Pirker says.