Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Penny Phillips: Want to Build a Lasting Business? Make Yourself Less Relevant
By Jane Wollman RusoffJourney Strategic Wealth's president says effective leadership means letting archaic practices and self-defeating belief systems go.
April 01, 2022
13 Tips for Getting More ClientsMichael Kitces, advisor Nina O'Neal and others discussed how to market to prospects and turn them into clients.
March 31, 2022
10 Metro Areas Where Young Women Earn More Than Young MenWhile women overall earn 82% of what men make, the gap is smaller among workers under 30.
March 31, 2022
Liz Ann Sonders: 3 Indicators Advisors Should Watch NowThe Fed is likely to front-load rate hikes, Schwab's chief investment strategist says.
March 31, 2022
Where More Work Remains to Be Done for Women in Financial Services: F2's Liz Fritz"I knew ... I was a trailblazer, but [the low number of female fintech founders] certainly is humbling and shows we need to do better," the executive says.
March 31, 2022
How to Win Over the Huge Advisor-Averse MarketWith reluctant prospects, you have to change your traditional script and be willing to share responsibilities with them.
March 30, 2022
Christine Benz: How Retirees Should Invest to Fight InflationOlder clients may be feeling inflation's effects less than others, Morningstar's personal finance director says.
March 30, 2022
Don't Leave Retirement-Account Tax Surprises to Clients' HeirsThe Secure Act and changing estate tax thresholds give advisors lots to talk about, Capital Group's Leslie Geller says.