Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
New Bill Waives Spousal Consent Rule for Abuse Survivors in Federal Retirement Plan
By Melanie WaddellUnder current law, retiring federal employees need written consent from their spouse or ex-spouse to change distributions.
February 25, 2026
UBS Names New Head of Field to Boost Advisor SupportThe appointment of Lisa Golia is intended to broaden the global wealth manager's leadership structure.
February 19, 2026
Foundation Source Adds Execs for Next Growth PhaseThe hirings are part of the firm's evolution into a modern enterprise platform, said CEO Joseph Mrak III.
February 18, 2026
Dani Fava: The AI 'Tipping Point' for RIAs Is HereThe market reaction to Altruist's new tax tool drove home the reality of AI's advancement, the Carson exec says.
February 17, 2026
Mercer Taps Abby Salameh to Lead Key MarketThe $96 billion RIA also hired Chris Walters to oversee its San Diego team.
February 13, 2026
Goldman's Top Lawyer to Leave Over Epstein TiesKathy Ruemmler's name is mentioned in the Epstein files thousands of times.
February 13, 2026
'Big Opportunity, Big Risk': What Clients and Advisors Must Know Before Investing in AltsThe alts education gap is "one of the biggest risks in wealth management," Dana D'Auria of Envestnet tells ThinkAdvisor.
February 13, 2026
Liz Ann Sonders: Market Broadening Likely to Persist Amid Rapid-Fire Rotation"The new momentum trade is rotation," the Schwab strategist says.