Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
13 Richest Self-Made Women in America: Forbes, 2025
By Michael S. FischerThe number of self-made female billionaires has more than doubled since 2015, the magazine finds.
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.
June 25, 2025
Orion Taps Ex-Zendesk Exec as CTOValli Nachiappan takes on the role after a career in client experience technology development.
June 18, 2025
Trouble in Margaritaville: 7 Reasons Estate Plans Go AwryThe legal fight over Jimmy Buffett’s $275 million estate offers lessons for all of us.
June 17, 2025
Will Longevity Disrupt Traditional Retirement?Well, yeah. But everything may work out well, if clients understand what's happening.
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.