Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
6 Consequences of a 40-Year Retirement Horizon
By John ManganaroThe prospect of a four-decade retirement journey is becoming the norm for U.S. workers.
November 12, 2025
10 New Findings on Aging and Finances in AmericaWomen report far less retirement confidence than men, according to a Pew Research survey of 8,750 adults.
November 10, 2025
Edward Jones to Expand Limited Partnership OpportunitiesThe firm is preparing for the largest limited partnership offering in its history, Penny Pennington confirms.
November 07, 2025
Carson Group Ex-CMO's Bias Suit On Hold After Allegations She Altered EvidenceMost proceedings are halted pending a ruling on the firm's request that the case be dismissed.
November 04, 2025
7 Ways 'Solo Agers' Have, and Haven't, Prepared for DeclineClients with no spouses or adult children could benefit from some extra support from a financial professional.
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.