Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
When Older Clients Remarry, Prepare for These Planning Challenges
By Rob BurgessMerging two established financial lives creates complications that aren't usually faced by younger couples.
August 10, 2026
Raymond James Adds $1.1B TeamThe team, based in suburban Pittsburgh, joins the firm's employee advisor channel from Baird.
August 05, 2026
Hightower Adds $2.5B Stearns Financial GroupHaleh Moddasser, managing partner at Stearns, said the firm had been discussing this move since late last year.
July 31, 2026
Americans' Financial Literacy Lags as Demands Rise: StudyThe United States, Allianz Research finds, has the lowest level of such knowledge among eight developed countries surveyed.
July 31, 2026
Sign Up Now to Talk Social Security and Medicare With Marcia MantellClients have lots of questions about these two benefit programs. This retirement consultant has answers.
July 28, 2026
PRO
Clients Without Children Feel Misunderstood. Here's How They Say Advisors Can Change.A survey by Childfree Trust highlights the disconnect between advisors' assumptions and reality.
July 24, 2026
How Advisors Can Keep Rising Costs From Derailing Clients' Retirement PlansWhen cash flow tightens, clients can be tempted to cut retirement savings. Here's how to reframe the conversation.
July 23, 2026
PRO
How Advisors Can Support Clients With IVF, Adoption & SurrogacyExpanded family-building measures can often carry retirement, tax and emotional complications.