Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Osaic Holds New HNW Event for Advisors
By Rob BurgessExecutive Joe Gaeckle says the firm created the three-day symposium for financial professionals already serving this market.
September 25, 2026
Texas Advisor Accused of Racism Seeks to Restore Her Case Against LPLLPL ended its affiliation with Eileen Cure in 2021 after allegations in a viral video; Cure says the BD harmed her reputation.
September 22, 2026
Kay Lynn Mayhue to Be CEO of Merit Financial AdvisorsFounder Rick Kent will transition to executive chairman, and Zach Mersberger will take over as president.
September 22, 2026
Mercer Names Cynthia Loh to New Executive RoleAs chief platform officer, Loh will oversee the operating system that anchors the RIA's client and advisor experience.
September 22, 2026
Hightower Taps Vanguard Veteran as New PresidentMarco De Freitas will help integrate AI and investing; Hightower Signature Wealth named a president and two key leaders.
September 21, 2026
New Bill Allows Online Social Security Survivor Benefit ApplicationsThe Survivor Benefits Application Modernization Act calls on the agency to set up a self-scheduling portal.
September 21, 2026
PRO
Writing Her Way Into an Advice NicheArielle Tucker helps Americans who want to build a life abroad. Here's how she connected with them.
September 14, 2026
Widowed Americans Feel Confident, but Here's What They Need From AdvisorsAlmost 6 in 10 wish they had someone with whom to share financial decisions, an Ameriprise survey finds.