Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
eMoney Celebrates 25 Years In Business With Rollout of Major New Features
By John ManganaroCEO Susan McKenna says the future couldn’t be brighter for eMoney and its financial advisor clients.
October 21, 2025
Sequoia Names New President, Chief Growth OfficerAnnie McCauley will take over from Tom Haught to lead the $30 billion hybrid RIA.
October 14, 2025
Mercer Hires Ex-LPL Exec to Lead Integration EffortsKatelyn Shackleton is tasked with piloting integration and accelerated growth of newly acquired partner firms.
October 09, 2025
Stratos Wealth Names Ex-Hightower Exec as COOCharis Jones will oversee the firm's advisory operations and supervision departments, as well as Stratos Investment Management.
October 08, 2025
Most Boomer Women Have Inherited Wealth: JP MorganBut 93% of women who expect an inheritance say they're not counting on it to achieve their goals.
October 08, 2025
Planning Offers Many Women the Kind of Career They Want: CFP BoardThe relationship aspect of the people-first profession is especially appealing, an industry report finds.
October 07, 2025
How Advisors Can Dress to Gain Confidence and ClientsAre beards unprofessional? What does "business casual" really mean? Stylist Alison Bruhn discusses how to send the right message.
October 03, 2025
Stephanie Link: Where to Invest as AI, Economy Keep BoomingSeveral sectors look promising, and any weakness in the next few weeks is a buying opportunity, the strategist tells ThinkAdvisor.