It’s a given that women are going to be the initial beneficiaries of the great wealth transfer. That means there’s going to be a need for more women financial planners—since they bring unique ...

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, ...

Wealthy female clients have no patience for “buzzwords and the financial jargon,” added Cary Carbonaro, a managing advisor at Ashton Thomas Private Wealth. “So when you're talking to them, make it ...

Following an exhaustive selection process, InvestmentNews is proud to reveal the illustrious $100M Club: Top Female Advisors 2025. Boasting an average AUM of more than $367 million and roughly 200 ...

In an industry with few documented heros, Laura Baron stands out. She was a secretary at Oppenheimer & Co. in the 1950s when a forward-thinking manager found her “too sharp” for the work. He suggested ...

Each month we highlight women in wealth management making career moves in our newsletter, Barron’s Advisor: Women’s Edition. You can sign up here to receive it. Here’s our latest list: Nicole ...

A woman applying a face mask from a small pot she holds in her hand as she lies in the bath, United States, circa 1955. (Photo by Graphic House/Archive Photos/Getty Images) Let’s be clear: Wealth ...

ST. LOUIS, March 17, 2026 (GLOBE NEWSWIRE) -- As one of the largest generational wealth transfers in U.S. history accelerates, &Partners is calling for the wealth management industry to respond to the ...

In her new role, Jorgenson will lead Etico’s advisor-enablement initiatives and recruiting strategy, with a dedicated focus on attracting and supporting female advisors. Women are among the fastest ...