Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Cetera Launches National Employee-Advisor RIA
By Dinah Wisenberg BrinCetera Planning Partners, part of Jennifer Hanau's RIA and Branches channel, will have about $19 billion in AUA.
April 17, 2026
New Bills Boost Caregivers' Retirement Savings OptionsThe acts would allow Roth IRA contributions without earned income and add five years to catch-ups.
April 14, 2026
Social Security COLA Projected to Jump to 3.2% for 2027Sharply rising gas prices are driving the biggest monthly inflation jump since 2022, says Mary Johnson.
April 13, 2026
Morningstar to Sell Data Aggregator ByAllAccountsThe buyer, Pello Companies, provides fintech startups and growth companies with strategic advisory services and access to investment.
April 10, 2026
Nationwide Names Exec to Run Key Annuity Distribution PipesAnn Raible and Brad Carrier are now the leaders of Rona Guymon's former team.
April 09, 2026
New Bill Reverses Social Security Staff CutsThe Social Security Customer Service Act requires at least 75% of new hires to serve in customer service roles.
April 06, 2026
Should Social Security Benefits Be Capped?The Committee for a Responsible Federal Budget is calling for a limit based on marital status and claiming age.
March 31, 2026
No, 70% of Widows Aren't Firing Their AdvisorsBut they're still more likely than other clients to do so, new research finds.