Best for Women An icon in the shape of an angle pointing down. Advisor type: Hybrid advisor Ellevest is a comprehensive financial planning and wealth management platform built around women's ...

Her Finances today announced the launch of its groundbreaking financial platform designed to empower high-net-worth women as they navigate significant life changes—particularly divorce or ...

A corporate consultant turned financial advisor embraced a hybrid team structure to succeed in her new career.

Gen Z women and 58% of Millennial women consider their parents a trusted source for money advice giving room for inherited ...

PHOENIX, March 20, 2025--(BUSINESS WIRE)--UBS Wealth Management USA announced today that three financial advisors, Susan Bailey, Jennifer Lucovich, and Jennifer Pope, in the Scottsdale office of ...

This year’s list includes women who are running some of the largest wealth management operations in the country.

Whether you’re headed toward retirement, navigating a career or needing advice about buying a second home, Ellevest’s advisors can guide you. The advisory team comprises female financial ...

Women are controlling more wealth than ever before, but they face a number of challenges and they need a financial professional’s help ...

As more women enter the financial services industry, becoming an advisor offers a fulfilling career path, particularly for ...

It’s More Personal Than Ever Personalization is becoming a top priority for advisors, with 84% planning to focus on providing personalized financial advice tailored to clients' unique needs and goals.

Luckily, there are bold women in the financial ... I actually started my career as a client advisor and was able to work with families to really map out financial plans and make sure that they ...

The reality is that financial advisors are far more than just 1% “grabbers,” and one Redditor posted in r/Fire looking for some individuals who have had both good and bad experiences. The real ...