Feb 23, 2024 View in Browser

ALM | ThinkAdvisor

Women in Wealth

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A Message From the Editor

We hope everyone is having a great start to 2024. Please send your news and views to jlevaux@alm.com.

– Janet Levaux, Editor of ThinkAdvisor

 

Q&A

Want to Refresh Your Website? First, Lose the Yachts: April Rudin

By Janet Levaux

Wealthy investors want authentic advisors who don't use cookie-cutter messages and images, says the marketing maven.

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Slideshow

When Clients Are Laid Off, How to Ease the Sting: Advisors' Advice

By Victoria Zhuang

Advisors helping clients through low moments can set themselves up to retain business when good times return.

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Career Moves

Fidelity Shuffles Senior Executives

By Dinah Wisenberg Brin

Several top managers at the financial giant were given new roles in a major leadership shakeup.

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Q&A

New Co-Op Helps Young Advisors Own a Practice

By Jane Wollman Rusoff

The RIA platform Avise seeks to provide backend services in a nontraditional way, co-founder Katrina Soelter says.

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Commentary

When the Women of Insurance Move Into Financial Planning

By Margie Barrie

Carson Group's report on gender discrimination in wealth management found bias and a recognition of the problem.

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Commentary

4 Steps to Grow Your Advisory Business With Secure 2.0

By Amy Morris

Legislation has positioned RIAs to easily and affordably add help small-business owners offer retirement plans.

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Resources

Corebridge Still Bullish on Fixed Annuity Sales

Sponsored by:

CEO Kevin Hogan reported that surrenders have been within expectations.

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WEBCAST DATE: February 29, 2024

The State of Contracts For Law Firms: Making the Case for Contract Automation in 2024

This webcast will unpack the most common challenges firms face in implementing new technology—like employee onboarding and proving value—and show you strategies to overcome them.

LEARN MORE

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