Women in Wealth

Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.

Merit Names LPL, UBS Veteran to New Tech Chief Post

September 02, 2026

Merit Names LPL, UBS Veteran to New Tech Chief Post
CFP Board Announces New Women & Wealth Career Changer Scholarship

September 02, 2026

CFP Board Announces New Women & Wealth Career Changer Scholarship
Mercer Acquires $220M Firm in Ohio

August 28, 2026

Mercer Acquires $220M Firm in Ohio
BofA's Strategist Takes 'Flak' for Street-Low S&P 500 Call

August 28, 2026

BofA's Strategist Takes 'Flak' for Street-Low S&P 500 Call
15 Countries With the Most Billionaires

August 28, 2026

15 Countries With the Most Billionaires
Affluent Clients Need a Reality Check on Long-Term Care Costs

August 27, 2026

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Affluent Clients Need a Reality Check on Long-Term Care Costs
Top 6 Reasons Women Fired Their Advisors: Vanguard

August 26, 2026

Top 6 Reasons Women Fired Their Advisors: Vanguard