Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Most Women Are the Primary Investors in Their Household: CFP Board
By Michael S. FischerThe increasing role in household money matters creates a growing opportunity for tailored advice, the Board says.
February 11, 2025
Wealth.com Adds Private Wealth HeadIn the new role, Kathy Wunderli will focus on estate planning, probate, trust administration and tax matters.
February 07, 2025
Orion’s Secret Sauce? Leadership, Reinvestment and Passion"I believe we can triple the size of our industry in the next 15 years," CEO Natalie Wolfsen says.
February 06, 2025
Prudential Sees Interest Rate Winds Hurting MYGAs, Helping RILAsCaroline Feeney, the head of the U.S. businesses, expects sales of favored products to be strong.
February 06, 2025
Mercer Hires Its First Client Development ChiefAlisa Maute, formerly of LPL Financial, has also worked for WisdomTree, Van Kampen and Morgan Stanley.
January 29, 2025
What Vanguard's New Advice Unit Could Mean for Clients: MorningstarIt remains to be seen whether investors will take to Vanguard's stepped-up advice efforts, an analyst says.
January 29, 2025
Tax Pro Returns to EP Wealth in New RoleApril Rosenberry will focus on the firm's ultra-high-net-worth, tax and estate offerings.
January 28, 2025
Docupace Promotes Elizabeth Pavlik to New Chief Product Officer RolePavlik was promoted after a decade with Docupace.