It's about EQ not just IQ - four advisors look back at their own careers while offering hope for the new wave of talent ...

With that in mind, and this being “Women’s History Month,” InvestmentNews reached out to four female financial advisors to ...

The next wave of growth in wealth management is women. Advisers need to learn to meet their needs, author says.

SAN DIEGO & NEWPORT BEACH, Calif. & HONOLULU, March 19, 2025--9 financial advisors based in the UBS Pacific Desert market are ...

Roughly $54 trillion will go to surviving spouses — a shift also referred to as the “horizontal wealth transfer.” ...

Building trust with women clients is particularly important, in part because they may be less knowledgeable about finances, she said. “Research has shown that women can trust their advisor but still ...

Jessica Aliotti has been a financial advisor at Northwestern Mutual since 2014, consistently acquiring 70 new clients ...

Two recent studies provide some critical insights into the goals and challenges of women investors, and how they select financial advisors.

While women have made significant strides in economic power, challenges remain in their path to financial security.

Women are less likely to seek financial advice than men because of cost concerns, according to new research.

Advisers are still not ready for more money to be transferred to women in the future, according to Kristy Barr, co-head of ...