Roughly one-third of retail financial assets in the U.S. and Europe are now controlled by women. How much? $60 Trillion!

Women are a growing force within wealth management, and some have advanced to the most important roles in the industry, helming large banks or wealth management operations. For six years ...

American women are poised to inherit $30 trillion in wealth in the next 10 years. If you're part of that demographic, here's ...

Michelle Slawny, Director of Wealth Planning, and Kimberly Mullarkey, Senior Portfolio Manager join Lisa Dent to discuss the ...

Seeing it as an opportunity, the wealth management industry is adjusting to the larger presence of women in its client base, as well as their preferences. Claire Ballentine, a reporter for ...

A coming wave of "horizontal" wealth transfers will send more than $50 trillion to older American women, according to a recent report.

Once Libet Anderson, the president of wealth management with Birmingham ... of networking and sharing best practices between women navigating the field "along with all of the structural things ...

“My advice to young women entering the wealth management industry is to be curious and always ask why. Understanding the reasons behind everything you do for your clients transforms you from a ...

Equities.com will host The Power of Her Portfolio, a groundbreaking virtual event designed to equip investment advisors with ...

OMAHA, Neb. , April 30, 2025 /PRNewswire/ -- Carson Group today announced the recipients of its 2025 Women in Wealth Management Awards, recognizing exceptional women in financial services who ...