Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
5 Marketing Moves to Draw Advisors to Your Firm
By Susan ThederThe new J.D. Power data is clear: For early-career advisors, marketing support is not an "extra." It's a must.
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.
June 30, 2025
Many Female Entrepreneurs Face a Financial Fitness GapWhat if they have a great plan, and then they lose the ability to work next week?
June 26, 2025
Training Program for New Advisors Tops 2,000Amplified Planning’s 2025 Externship program has 2,078 enrollees; over 42% are women.
June 25, 2025
Liz Ann Sonders: 'Buy the Dip' Investors Have Fueled Market RallyShe cited an "incredibly powerful cohort" that became active during the pandemic.