Women in Wealth

Apr 19, 2025

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ALM | ThinkAdvisor

Women in Wealth

A Message From the Editor

It's a tough time in the markets, so we're featuring several stories focused on volatility and client communications. Please send ThinkAdvisor any of your news and views on the business of advice, industry developments and other topics to jlevaux@alm.com. Thank you!

– Janet Levaux

News

Christine Benz: How Tariffs Could Hit Clients' Cash Flows

By Dinah Wisenberg Brin

Advisors should talk to clients about liquidity, inflation and repositioning assets if necessary, the strategist says.

Thrivent Puts Values at Its Core — and It's Hiring Advisors

By Jane Wollman Rusoff

CEO Teresa Rasmussen tells ThinkAdvisor what Thivent looks for in advisors and why clients are proud of the brand.

news

This Emerging Planning Technique Is Tailor-Made for Worried Retirees

By John Manganaro

To give clients peace of mind, stress-test their portfolio against a past market crisis, Derek Tharp suggests.

Why Edward Jones Is Shrinking Its Home Office

By John Manganaro

While there's no headcount reduction target, reduced “overlap and bureaucracy” is expected, Managing Partner Penny Pennington...

slideshow

5 Tips for Speaking With Clients in Volatile Markets

By Allison Bell

Markets have recovered nicely in the past. Anything could happen now. What do you say?

Lawmaker Stumps for Long-Term Care Tax Incentive Bill

By Allison Bell

The bill would provide lifetime LTC benefits after an elimination period of one to five years.

Resources

4 Reasons To Sell Simplified Issue Disability Income Insurance (SIDI)

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