Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
A Pastor and CFP Helps Clients Overcome Financial Trauma
By Jane Wollman RusoffThe 9/11 attacks put Nicole B. Simpson, a Morgan Stanley advisor at the time, on a different path.
July 17, 2025
5 Marketing Moves to Draw Advisors to Your FirmThe new J.D. Power data is clear: For early-career advisors, marketing support is not an "extra." It's a must.
July 16, 2025
3 Ways to Meet the Needs of Today's HNW MatriarchAdvisors who don't engage with this group risk losing out as this demographic shapes the future of wealth management.
July 14, 2025
The Future of Advice, According to eMoneyExecutives Susan McKenna and Mathew Schulte see sky-high — and growing — demand for personalized financial planning.
July 14, 2025
6 Ways Advisors Are Redefining RecruitmentWhile firms once led with eye-catching offers and signing bonuses, today’s advisors approach transitions with a different mindset.
July 02, 2025
State Street Global Advisors Has a New NameThe rebranding emphasizes "investing in our clients as they invest in the markets," CEO Yie-Hsin Hung says.
July 02, 2025
EP Wealth Adds Exec From CaptrustMargaret Jarocki will lead partnership integration efforts for the RIA, which had $32.6 billion of assets in March.
June 30, 2025
13 Richest Self-Made Women in America: Forbes, 2025The number of self-made female billionaires has more than doubled since 2015, the magazine finds.