Grace L. Williams

Reporter

Grace L. Williams covers AI, technology and professional development for Financial Planning, helping advisors evaluate and adopt the tools that grow their businesses and deepen client relationships.

She brings more than two decades in financial journalism to the beat, including time at Dow Jones writing about markets and investing for the Wall Street Journal and Barron's, with additional bylines in the Harvard Business Review, Institutional Investor, and Arizent's On Wall Street.

Grace is also the author of Give Her Credit: The Untold Account of a Women's Bank That Empowered a Generation, a nonfiction account of the 1970s women's banking movement. She holds a degree in print media from Columbia Graduate School of Journalism and is an alum of the City College of New York.

Off the clock, she's likely to be found upside-down on aerial silks or playing acoustic guitar.

Connect with Grace at LinkedIn, or reach her at grace.williams@arizent.com.

Practice management

CFP Board Censures Advisors for Run-Ins with FINRA

Two planners were barred from the industry for allegedly employing "deceptive, fraudulent and manipulative devices and schemes," while another had converted, or taken, funds from a client's estate and trust.

By Grace L. Williams

December 30
Practice management

Tapping Into Big Data? No Big Deal

Some advisors have already found ways to harness client information for their practice in a very targeted fashion.

By Grace L. Williams

December 16
Technology

Advisory firms use of social media has come a long way

Advisors use Facebook, LinkedIn, Twitter; some companies formulate official policies.

By Grace L. Williams

December 10
Practice management

Age No Bar For Advisors Who Want to Become Tech Savvy

Ambition and training helped one veteran advisor learn to adopt financial planning tools, account aggregation software, video conferencing apps and tablets in his effort to create "a new client experience."

By Grace L. Williams

December 9
Compliance

SEC OKs FINRA Request to Shorten Publishing Window

The publishing window for Form U5 disclosures will now be three days instead of 15; Changes take effect on Dec. 12.

By Grace L. Williams

December 2
Career moves

$125M Advisor Leaves Wells Fargo for Raymond James

The recruit had $1 million in annual production before leaving the wirehouse.

By Grace L. Williams

November 30
Practice management

Advisors and Digital Technology: Adapting to Change

The biggest challenge with new digital tools is getting people to adopt them and do things differently, says the vice president of technology at Cleary Gull, a Milwaukee-based wealth manager.

By Grace L. Williams

November 25
Career moves

$156M Advisor Leaves Morgan Stanley for FiNet

A financial planner left the wirehouse for the independent channel at Wells Fargo.

By Grace L. Williams

November 24
Technology

Advisors Are :) With Tweets and Posts, Not Down With SnapChat

Advisors usage of social media includes platforms like Pinterest, where they showcase lifestyle-oriented content to their clients and potential clients.

By Grace L. Williams

September 29
Technology

Technology Demands Shifting Power to Clients from Advisors

Celent says "advisors and firms have no choice [but] to continue to adapt to client demands, which is increasingly a digital delivery."

By Grace L. Williams

September 18