Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Orion Taps Ex-Zendesk Exec as CTO
By John ManganaroValli Nachiappan takes on the role after a career in client experience technology development.
June 12, 2025
Cetera Adds 'RIA and Branches' ChannelJen Hanau, a veteran of Mariner, Fidelity and Schwab, has been brought on board to lead the unit.
June 12, 2025
How to Build Financial Plans for LGBTQ+ ClientsThese individuals often face lifelong financial, legal and cultural challenges that affect their ability to save and invest.
June 05, 2025
Why This Ex-Wirehouse and Bank Advisor Prefers the RIA SpaceFee-only fiduciaries can effectively serve multi-generational families and clients with complex needs, says Wealthspire’s Crystal Cox.
May 30, 2025
How to Reshape Financial Services for Female Advisors and ClientsThe industry benefits when both advisors and clients broaden their wealth mindset, CFP Cary Carbonaro maintains.
May 29, 2025
Ex-Envestnet Exec to Head Cetera's RIA Blueprint PlatformAndina Anderson was a managing director at Envestnet and leader of its Tamarac unit.
May 29, 2025
Social Security Analysts Step Up as Program Faces Political AttacksMartha Shedden says NARSSA's recent recognition by AARP shows the importance of the organization's work.
May 29, 2025
At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy ClientsPublic schoolteacher turned executive director Charline Burgess prepares the next generation to be stewards of great wealth.