Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
$1B Beacon Financial Joins Osaic's Empowered Indie Channel
By Rob BurgessCindy Hamel, an Osaic executive, says this affiliation arrangement gives advisors a framework for long-term succession planning.
October 26, 2026
Hinge, but for Wealth Management? Finny CEO ExplainsEden Ovadia tells ThinkAdvisor how her firm's AI agent and "F-score" are aimed at creating long-term advisor-client relationships.
October 21, 2026
Recruiting Competition Is 'Fierce,' Osaic President SaysShannon Reid is watching the surge in independent recruiting and helping advisors deal with the rapid change brought on by AI.
October 20, 2026
Widows Need a 'License to Spend': StudyIf the surviving spouse doesn't feel comfortable spending their savings, you've "essentially failed in your retirement income plan," Michael Finke says.
October 19, 2026
3 Ways to Build a Great Industry Event — and CommunityThe best gatherings are typically run by membership organizations and convene around member-driven content.
October 19, 2026
The BD 'Waiting in the Wings' to Serve RIAs, Large and Small"We've been very, very busy," Interactive Brokers' institutional sales director, Amanda McLean, tells ThinkAdvisor.
October 14, 2026
NARSSA Announces Inaugural Social Security SummitThe event takes place on Nov. 9, the first day of the NAIFA conference in Las Vegas.
October 13, 2026
Bluespring Wealth Acquires Family Wealth CounselingThe subsequent merger of Family Wealth with KDI Wealth made sense, Bluespring Wealth President Pradeep Jayaraman says.