Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Edward Jones to Expand Limited Partnership Opportunities
By John ManganaroThe firm is preparing for the largest limited partnership offering in its history, Penny Pennington confirms.
November 03, 2025
FPA Names 2026 President-ElectDaniel Galli will lead the Financial Planning Association next year, with D. Crystal Alford-Cooper following in 2027.
October 31, 2025
Women Embrace Frugality, Prioritize Savings: FidelityFour in 10 women surveyed said they have cut spending on nonessential activities over the past year, research finds.
October 31, 2025
How Advisors Can Succeed in the Next 5 Years and BeyondWhat's worked for advisors in the past won't continue to work in the future, marketing expert April Rudin says.
October 24, 2025
eMoney Celebrates 25 Years In Business With Rollout of Major New FeaturesCEO Susan McKenna says the future couldn’t be brighter for eMoney and its financial advisor clients.
October 23, 2025
Social Security Claiming: How One Widow Maximized Her BenefitsWith the right strategy, surviving spouses can add hundreds of thousands of dollars to their lifetime benefit.
October 22, 2025
Women Inactive in Household Finances Face Post-Divorce HurdlesNearly all women who worked with an advisor experienced improved confidence after their divorce, BMO Wealth Management research finds.
October 21, 2025
Sequoia Names New President, Chief Growth OfficerAnnie McCauley will take over from Tom Haught to lead the $30 billion hybrid RIA.