Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The Social Security Clock Is Ticking. Here's What Advisors Should Watch.
By Melanie WaddellNARSSA President Martha Shedden weighs in on Trump accounts, key bills and how advisors can prepare for possible cuts.
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.
May 18, 2026
'Force Yourself to Take Some Profits,' Schwab's Sonders SuggestsThe strategist noted "a lot of really rapid-fire rotations and churn under the surface" of the stock market.
May 15, 2026
Integrated Partners Adds $850M City Square Wealth ManagementThe firm now boasts $25 billion in assets under advisement, according to its president, Andree Mohr.
May 15, 2026
How Merrill Advisors Help Rich Families With Wealth TransfersAdvisors have a crucial role in these sometimes-messy conversations, Merrill Center for Family Wealth head Valerie Galinskaya says.
May 13, 2026
ReFirement: A Purposeful Next Chapter for AdvisorsNot retirement in the traditional sense, this approach offers a more selective, purposeful way to continue serving.
May 13, 2026
Debra Taylor: How OBBBA Is Making Advisors Rethink Tax PlanningThe law's many temporary provisions and income limits make multi-year planning a must, Carson's chief tax strategist says.
May 11, 2026
BlackRock Hires JPMorgan's Jessica Bulen for Family Office PushBulen will become head of family capital, endowments, foundations and healthcare in the Americas institutional business in July.