Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Debra Taylor: How OBBBA Is Making Advisors Rethink Tax Planning
By Rob BurgessThe law's many temporary provisions and income limits make multi-year planning a must, Carson's chief tax strategist says.
April 29, 2026
Cetera Launches National Employee-Advisor RIACetera Planning Partners, part of Jennifer Hanau's RIA and Branches channel, will have about $19 billion in AUA.
April 21, 2026
Raymond James Unit Taps Ex-DFA Exec to Lead ETF StrategyKristi Higgins had been a senior investment strategist at the advisory firm.
April 17, 2026
New Bills Boost Caregivers' Retirement Savings OptionsThe acts would allow Roth IRA contributions without earned income and add five years to catch-ups.
April 14, 2026
Social Security COLA Projected to Jump to 3.2% for 2027Sharply rising gas prices are driving the biggest monthly inflation jump since 2022, says Mary Johnson.
April 13, 2026
Morningstar to Sell Data Aggregator ByAllAccountsThe buyer, Pello Companies, provides fintech startups and growth companies with strategic advisory services and access to investment.
April 10, 2026
Nationwide Names Exec to Run Key Annuity Distribution PipesAnn Raible and Brad Carrier are now the leaders of Rona Guymon's former team.