Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Tina Powell, Industry Marketing Leader, Dies at 59
By Dinah Wisenberg BrinThe Intention.ly partner "had an incredible way of making people feel seen," a colleague wrote.
June 05, 2026
Veteran UHNW Leader Named President of Beacon TrustAnnamaria Vitelli has also been named Provident Bank's new chief wealth officer.
May 28, 2026
How to Use AI and Technology to Market SmarterIt's creating consistent, relevant communication at scale while preserving the human trust at the center of every client relationship.
May 26, 2026
Boutique RIAs Seek Advisors They Can ShapeMany firms "want to avoid the 15- to 20-year-plus advisor who's set in their ways," recruiter Ali Staton says.
May 22, 2026
The Social Security Clock Is Ticking. Here's What Advisors Should Watch.NARSSA President Martha Shedden weighs in on Trump accounts, key bills and how advisors can prepare for possible cuts.
May 22, 2026
JPMorgan Denies Ex-VP's Viral Harassment Claims in Court FilingChirayu Rana's claims in the suit against the bank and executive director Lorna Hajdini are "false" and "malicious," JPMorgan said.
May 21, 2026
SEC Commissioner Hester Peirce to ExitThe SEC's "Crypto Mom" will leave the agency in November to teach at Regent University.
May 19, 2026
High-Net-Worth Women Open to Alts if Advisors Recommend Them: SurveyTheir long-term approach to investing aligns well with alternative investments, Brookfield reports, but only 44% invest in them.