In The News - Willow

In the News

Willow is the leading wealthtech platform helping firms and advisors attract, retain, and grow relationships with today’s investors.

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ReFrame Live on Location

Carson Group

October 10, 2024

Woman’s Side Hustle Turns Into Booming Business

CBS Boston

October 9, 2024

It’s Time to Swipe Right on a Divorce Financial Professional

Divorce & Beyond Podcast

October 7, 2024

Breaking Barriers in Wealth Tech

BlackRock’s “The Bid” Podcast

October 4, 2024

Women to Watch Awards Nominee 2024

InvestmentNews

September 28, 2024

Empowering Women in Finances

Roadmap to Retirement

September 26, 2024

Millennials: How To Choose the Right Financial Advisor for Your Needs

GoBankingRates

August 19, 2024

Three Reasons a Prenup (or a Postnup) Is a Must-Have

Kiplinger

August 14, 2024

Revolutionizing Advisor Connections with Today’s Clients

fa-mag.com

August 2, 2024

How women should think about financial independence: CEO

yahoo!finance

July 8, 2024

WealthManagement.com Announces 2024 ‘Wealthies’ Finalists

wealthmanagement.com

June 14, 2024

Girls Just Want to Have Funds- Podcast Episode with Leslie Heaney

theinterviewwithleslie.com

June 5, 2024

How Advisors Get Matched with Women and Underrepresented Investors

hartfordfunds.com

May 30, 2024

How are you doing with your financial goals?

Boston 25 News

May 29, 2024

BlackRock-backed Willow wants to help advisors catch the wealth transfer wave

investmentnews.com

May 3, 2024

BlackRock Invests In Willow to Support Growth of NextGen Investors

businesswire.com

May 2, 2024

Get Paired with Your Perfect Financial Advisor

Cheddar

March 26, 2024

Human-centric Investing Podcast

hartfordfunds.com

March 21, 2024

If You’re Broke, Do You Still Need a Prenup Before Marriage? Suze Orman Says Yes

gobankingrates.com

February 29, 2024

The Wealth Transfer From Baby Boomers Mostly Benefits Women

The Washington Post

January 16, 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, 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

These are the Financial Issues Impacting Women Today

ChedHer

September 2, 2022

Fintech Innovator Willow Launches Willow Insights for Advisors™

globenewswire.com

August 9, 2022

6 Financial Topics That Can Make Others Feel Uncomfortable — and How To Approach Them

gobankingrates.com

August 9, 2022

Advisor Resources for Clients Concerned About a Post-Roe World

wealthmanagement.com

August 11, 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

WealthManagement.com Announces 2022 ‘Wealthies’ Finalists

wealthmanagement.com

Jun 01, 2022

How Delivering Services Beyond Financial Advice Can Help You Grow and Retain Your Client Base

The Augmented Advisor Podcast

April 21, 2022

3 ways it pays to network for your entrepreneurial women clients

Financial Planning

April 26, 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

Mar 9, 2022

Laurie Kirby and Lacy Garcia

WBZ NewsRadio

January 21, 2022

Wealth Management Advice Fintech Spotlight: Q4 2021

Alite Novarica

January 20, 2022

Shrimp Tank Podcast

So Money Podcast

January 21, 2021

Best Massachusetts Service Industry Companies and Startups

Beststartup.us

October 28, 2021

Women, Work and the Financial Impact of the Pandemic

So Money Podcast

August 18, 2020

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Willow Partner Advisors, LLC (“Willow”) is not affiliated with any third-party Advisers and neither Willow nor any of its representatives are authorized to provide investment advice on behalf of a Willow or to act for or bind as an Adviser. Each matched Adviser has entered into an agreement with Willow under which the Adviser pays Willow a combination of fees. The fees paid by the Advisers to Willow are paid irrespective of whether you become a client of an Adviser and are not passed along to you. However, the presence of these arrangements may affect an Adviser’s willingness to negotiate below their standard investment advisory fees, and therefore may affect the overall fees paid by clients introduced by Willow through the Willow platform. Please ask your Adviser for more information about their fees.

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Willow Partner Advisors, LLC. is an SEC registered Internet Only Registered Investment Advisor. Testimonials and endorsements may have been solicited. Testimonials come from our advisor partners that pay Willow to participate on our platform. Willow does not pay for any testimonial or endorsement. Willow does not provide securities recommendations or manage client assets. Willow is a service that matches potential clients with fiduciaries that are trained to work with a client’s life situation. All investments involve a risk of loss.

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