To truly unlock the power of women in the economy, the financial industry must move beyond product pitches and embrace personalized, purpose-aligned planning.

Bernstein Private Wealth is taking an intentional approach to mentorship, sponsorship, and leave policies as women move into control of trillions in assets.

The new practice from the mega-RIA will focus on serving female-led households as McKinsey projects women to control $34 ...

Mercer Global Advisors launches Women & Wealth practice led by Laura Combs to serve female investors and business owners ...

Financial advisors should bring female clients into the conversation early and show them how a long-term financial plan can help manage risks and enable them to achieve their goals.

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 significant percentage of women still lack a clear path to investing in venture capital and confidence about private markets overall, according to Women, Wealth and the Capital Continuum, a 2026 ...

Theresa Flemma, managing director with The Flemma Group, and Michele Sheridan, director with The Sheridan Group, both of ...

“Why keep doing things the same way?” asked Eleanor Blayney, consumer advocate at the CFP Board, at the event’s opening session Tuesday. The industry needs to diversify just like advisors do with a ...

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 ...

Advisor lays out how she’s approaching this demographic trend and why she’s brought more surviving spouses into her practice ...

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 ...