Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Ex-Envestnet Exec to Head Cetera's RIA Blueprint Platform
By John ManganaroAndina Anderson was a managing director at Envestnet and leader of its Tamarac unit.
May 21, 2025
Inside Raymond James’ Minority Stake StrategyThe firm's investment proposition “is not like private equity’s approach,” says Shannon Reid, independent channel president.
May 16, 2025
Is Your Firm Being Acquired Unexpectedly? This Advisor Can RelateStacy Spedden had been with Lincoln Financial for 30 years before Osaic acquired its wealth business in 2024.
May 15, 2025
Carson Launches AI Advisor Assistant ‘Steve’The chatbot helps advisors find information faster and with more confidence, says Chief Strategy Officer Dani Fava.
May 08, 2025
Fierce Annuity Competition Pushes Issuers to Stand OutEllen Cooper, Lincoln Financial's CEO, likes the idea of planting the product seeds inside walled gardens.
May 06, 2025
NAPA Names New President in 'Complex' Retirement Plan EnvironmentLisa Drake told attendees at the organization's recent conference that she is committed to expanding its reach.
May 06, 2025
World's 15 Richest Women: Forbes, 2025About 13% of the planet's billionaires are female, the magazine reports.
May 01, 2025
Carson Group Names Women in Wealth Management Award WinnersCarson Group honored eight female wealth management pros and a male ally.