Elsewhere, Audrey Drossner, founding member of Oracle Private Wealth, says many women feel less financially secure because they often spend time out of the workforce to raise families, which can lead to lower pay and fewer working years, resulting in smaller 401k balances.

RECENT INSIGHTS

August 4, 2026

What great leadership really looks like in practice.

Read More
August 4, 2026

Summit Financial, a Parsippany, New Jersey-based RIA owned by Merchant Investment Management, has added two teams that managed $520 million...

Read More
August 4, 2026

Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.

Read More