Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Tax Pro Returns to EP Wealth in New Role
By Dinah Wisenberg BrinApril Rosenberry will focus on the firm's ultra-high-net-worth, tax and estate offerings.
January 24, 2025
Single Women, Rich Millennials Will Fuel Luxury Real Estate This YearAs millennial buyers enter luxury markets in increasing numbers, this younger generation is behaving differently than its predecessors.
January 22, 2025
This Ohio Regulator Will Help Shape How U.S. Annuity Sales Rules Really WorkJudith French is in charge of the suitability rule update meant to mesh with the SEC's Regulation Best Interest.
January 22, 2025
Widows Will Inherit $51 Trillion in Great Wealth Transfer: CerulliWith so much money poised to be passed on to women, advisory firms should address gender service gaps.
January 21, 2025
SEC Launches Crypto Task ForceThe group will be led by Commissioner Hester Peirce, nicknamed “Crypto Mom” by the industry.
January 21, 2025
Too Many Hats? Advisors Best Serve by Doing 'What They're Best at'Younger advisors are figuring this out early and leaning into outsourcing, says Shannon Spotswood of RFG Advisory.
January 13, 2025
The 4 Types of Prospects and How to Sell to ThemLongtime sales consultant Nancy Bleeke Noel tells ThinkAdvisor the keys to overcoming objections and adding clients.
January 09, 2025
Dodge & Cox CEO and Chair Dana Emery to RetireAt year-end, she will be succeeded by David Hoeft as chair and Roger Kuo as CEO.