Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Meet the 2023 LUMINARIES Judges
By Jeff BermanThese 17 industry experts recently reviewed the Class of 2023 Finalists in four award categories.
July 13, 2023
If 90% of Clients Are Satisfied, Why Do Only 35% Make Referrals?A new survey from Julie Littlechild's Absolute Engagement shows how advisors can make clients happier.
July 13, 2023
Head of Thrivent Advisor Network Let Go Amid RestructuringCarolyn Armitage, who joined the firm two years ago, is out, along with four members of her team.
July 13, 2023
Meet the LUMINARIES Class of 2023 FinalistsOur judging panel is reviewing the list, and the winners will be announced Nov. 28 at our New York gala.
July 10, 2023
April Rudin on Threads: 'Look Before You Leap!'Marketing experts counsel advisors to take a wait-and-see approach to the new social media platform.
July 05, 2023
Bringing More Women Into the Industry Will Require EveryoneIt's not the job itself but typically culture that pushes women out of the industry, Sheryl Hickerson says.
July 03, 2023
Why the Great Wealth Transfer's Biggest Beneficiaries Aren't Happy With AdvisorsWomen, Blacks and Latinos are getting wealthier and looking for more from advisors, Willow CEO Lacy Garcia says.
June 29, 2023
9 Market, Economic Predictions for the Rest of 2023: SchwabDespite a strong market showing, weakness could be ahead, Schwab strategists say.