News Archive



It’s Time to Swipe Right on a Divorce Financial Professional
Divorce & Beyond Podcast
October 7, 2024




Millennials: How To Choose the Right Financial Advisor for Your Needs
GoBankingRates
August 19, 2024





Girls Just Want to Have Funds- Podcast Episode with Leslie Heaney
theinterviewwithleslie.com
June 5, 2024



BlackRock-backed Willow wants to help advisors catch the wealth transfer wave
investmentnews.com
May 3, 2024




If You’re Broke, Do You Still Need a Prenup Before Marriage? Suze Orman Says Yes
gobankingrates.com
February 28, 2024


Why the Great Wealth Transfer’s Biggest Beneficiaries Aren’t Happy With Advisors
Think Advisor
July 3, 2023

Women are underrepresented in investing — here are 4 ways we can close the gap and work toward equality
fidelity.ca
March 31, 2023

Fidelity hopes to bridge the gap between aging advisors and young investors
InvesmentNews
January 24, 2023

Wealthies Circle Podcast: Accelerating Change by Making a More Diverse and Inclusive Practice
wealthmanagement.com
December 20, 2022




6 Financial Topics That Can Make Others Feel Uncomfortable — and How To Approach Them
gobankingrates.com
August 9, 2022

Boston-Based Willow Helps Women Manage Their Financial Wellbeing. These are the Financial Issues Impacting Women
Built in Boston
June 22, 2022

Retirement Is a Financial State, Not a Date: Here’s Why, According to Experts
gobankingrates.com
June 15, 2022



How Delivering Services Beyond Financial Advice Can Help You Grow and Retain Your Client Base
The Augmented Advisor Podcast
April 21, 2022

Serving Women Investors Better Is A Recipe For Growth For Financial AdvisorsWealth Management.com Announces 2022 ‘Wealthies’ Finalists
Truelytics Podcast
March 31, 2022

Women are Underrepresented in investing – here are 4 ways we can close the gap
Business Insider
March 9, 2022




