Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Dani Fava: The AI 'Tipping Point' for RIAs Is Here
By Jane Wollman RusoffThe market reaction to Altruist's new tax tool drove home the reality of AI's advancement, the Carson exec says.
February 13, 2026
'Big Opportunity, Big Risk': What Clients and Advisors Must Know Before Investing in AltsThe alts education gap is "one of the biggest risks in wealth management," Dana D'Auria of Envestnet tells ThinkAdvisor.
February 13, 2026
Liz Ann Sonders: Market Broadening Likely to Persist Amid Rapid-Fire Rotation"The new momentum trade is rotation," the Schwab strategist says.
February 09, 2026
RIA Success Requires 'Relentless' Attitude: Orion CEOThe theme of the upcoming Ascent 2026 conference, Natalie Wolfsen says, reflects top advisors' continuous pursuit of excellence.
February 09, 2026
Stock Market Going Through 'Vicious' Rotation: RBC Equity StrategistMoves out of tech stocks and into other sectors were shaken by last week's jobs report, Lori Calvasina says.
February 04, 2026
81 Year-Old Plaintiff Seeks Expedited Hearing in $35M Northern Trust Elder Fraud SuitElizabeth Madden is asking the court to hear the case by Aug. 3 due to her age and declining health.
February 02, 2026
Schwab Announces Leadership Moves, New Wealth Advisory Services GroupNeesha Hathi will lead a newly created Wealth Advisory and Banking Services organization.
February 02, 2026
Citi Sues Former Exec, Denying Harassment ClaimJulia Carreon "fabricated" claims of harassment by wealth head Andy Sieg to avoid arbitration, the bank alleges.