South Florida-based advisor had been overseeing $105 million in client assets at Wells.
‘Wealth-building is the final frontier of feminism,’ says Hilary Hendershott of Hendershott Wealth Management
The psychological aspect of wealth transfer is just as important as the financial aspect, if not more so, advisor says.
UBS market executive Julie Fox explains how she provides her advisors with everything they need to build their practice and serve their wealthy clients
Virtual meetings have personalized relationships with clients, says Rianka Dorsainvil, co-founder of 2050 Wealth Partners.
"It's smart to align with a proven center of influence, CPAs," an industry consultant says.
Survey finds that women report feeling the most knowledgeable when it comes to paying bills, maintaining good credit, and saving for emergencies.
The IBD adds veteran woman advisor with 23 years of industry experience from Charles Schwab.
But are they ready to provide the unique advice that's required?
Firms benefit from different points of view and diversity; if women are underrepresented on your team, take steps to change that.
The financial industry veteran from South Carolina joins the brokerage giant after previously managing around $250M in client assets.
Women have less insurance coverage and more concerns than men, but financial professionals can step in to bust myths about insurance.
Female advisors share their experiences and insights in recognition of International Women’s Day.
Expressive Wealth, led by women, takes an approach that includes having a clinical psychologist on staff.
The Pink Chip index aims to highlight how women-led companies are doing in the stock market.
Part of her focus will be to 'cultivate and elevate the story' of Emigrant Bank in the wealth management industry, she says.
Advisory teams that can relate to our changing demographics not only makes sense socially but also from a business standpoint.
‘If a firm values its human capital, then it will make an investment to make sure that their talent can flourish for the advancement of the bottom line,’ says Lazetta Rainey Braxton, co-CEO of 2050 Wealth Partners.
Online poll showcases the paradox of rising financial autonomy and decreasing confidence across generations of women.
The Maryland-based firm will become an affiliate partner of Summit.
