Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Orion Earns AI Management System Certification
By Melanie WaddellThe wealthtech firm says it's among the first to meet the ISO/IEC 42001 standard.
June 25, 2026
JPMorgan's Lake Exits, Setting Up New Race to Succeed DimonThe bank named Troy Rohrbaugh and Doug Petno co-presidents following the abrupt departure of consumer banking chief Marianne Lake.
June 24, 2026
Humanity Labs Names Former Osaic Exec Head of WealthDimple Shah will help the AI workforce company forge partnerships with wealth management firms.
June 24, 2026
Why This Advisor Doesn't Steer Retirees to TIPSDana Anspach, an author and retirement financial planner, outlines her "income ladder" approach.
June 23, 2026
Retiring This Year? Prepare for a Decade of Disappointment in Stocks: FinkeAlso, high inflation in early retirement can hit as hard as a market downturn, the American College professor suggests.
June 23, 2026
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Case Study: Guiding a Military Widow Through Finances and TraumaAsset allocation and long-term financial structures aren't necessarily the immediate priority, planner Daniel M. Kopp says.
June 18, 2026
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How to Avoid the Most Common Social Security Survivor Benefit MistakesA common advisor error involves instructing widows and widowers to wait until 70 to collect benefits.
June 15, 2026
Meradia Appoints Head of Applied AISwati Gupta says the technology "is a powerful tool, but it's not a Swiss Army knife."