Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Does Fear Motivate Clients or Manipulate Them?
By Dinah Wisenberg BrinUsing "what-ifs" can prompt clients to take important planning steps, but some advisors object to the approach.
August 21, 2026
XYPN Partners With Phone PlatformThe CurrentClient collaboration provides discounts on tools for compliant texting, AI-generated call summaries and other tasks.
August 18, 2026
FINNY Launches 'Pay-as-You-Grow' Fee ModelEden Ovadia, the prospecting platform's CEO and co-founder, says the change was prompted by advisor feedback.
August 18, 2026
July CFP Exam Turnout Sets RecordThe CFP Board cheered the diversity and the number of women among the 3,621 test-takers.
August 14, 2026
Cambridge Adds 186 Advisors in First Half of 2026The firm is a destination for advisors bought up by "mega consolidators and serial M&A shops," an exec says.
August 14, 2026
The Estate Is Settled. Your Widowed Client Still Needs You.The advisor's role only deepens after the paperwork and immediate decisions are behind the client.
August 12, 2026
CogniCor Adds Beacon Pointe Chair to Advisory BoardShannon Eusey will advise the California-based enterprise AI platform on its strategic planning and growth initiatives.
August 12, 2026
For a Successful Gray Marriage, Plan for the End at the Beginning"Young couples think love will conquer all," an attorney says, "but gray couples realize careful planning conquers all."