Over the next five years, women are expected to control more than 50% of the wealth in America. But multiple studies have found that as many as 70% of them may switch advisors when they assume control ...

Advisors Katie Burke and Bridget Grimes launched Equita Financial Network in May for women-led financial planning firms. Both advisors said they’ve dealt with unhealthy business environments that ...

SAN DIEGO, Nov. 06, 2023 (GLOBE NEWSWIRE) -- Currently women make up more than half of the population, yet, according to Cerulli, less than a quarter (18 percent) of financial advisors in the U.S. are ...

This article is from the free monthly Barron’s Advisor Women’s Edition newsletter. Sign up here to get it delivered directly to your inbox. Welcome to June. May was a busy month for the Barron’s ...

Women represent 31% of US financial advisors at last check, according to the Bureau of Labor Statistics (BLS). That means they have a lot of room for growth in the wealth management industry, ...

Research reveals why most widows change advisors and what women really want from wealth managers in retirement planning ...

For many registered investment advisor (RIA) firm owners, succession planning is a daunting but necessary process. But for women-led firms, the journey toward a successful transition is often more ...

In our monthly newsletter focusing on women in wealth management, we look at BlackRock’s predictions for this year and share ...

The 2022 AdvisorHub 25 Women Advisors to Watch ranking is as of 6/23/2022 and based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Working with a financial advisor has a lot of benefits.

BEVERLY HILLS, Calif.--(BUSINESS WIRE)--Lisa Detanna, Managing Director and Private Wealth Advisor of Global Wealth Solutions Group of Raymond James, located at 9595 Wilshire Blvd., Suite 801, Beverly ...

When we hear about a financial advisor, what instantly comes to mind is that we have to be extremely affluent to need or afford one. However, that is way off the mark. Financial coach and advisor ...