Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Hybrid Remains the Most Popular Advisor Channel: AdvizorPro
By Dinah Wisenberg BrinAbout 31% of wirehouse advisors are women, versus 19% of independent RIAs, a new report finds.
July 09, 2026
Recruiting Consultants Launch Wealth Management Talent MarketplaceThe Vested Network aims to address the industry's growing talent crisis, the founders say.
July 06, 2026
Why 'I've Hit My Number' Is a Lousy Reason to Retire: Christine BenzThis statement should set off alarm bells, especially with a stock-heavy portfolio, Morningstar's retirement planning director says.
July 01, 2026
Orion Earns AI Management System CertificationThe wealthtech firm says it's among the first to meet the ISO/IEC 42001 standard.
June 26, 2026
The Retirement Gap No One Is Talking AboutMany women arrive at retirement underprepared because the default planning framework was not designed with their needs in mind.
June 25, 2026
A Conference Built Around Creativity and What Comes NextAffiliated Advisors gathered wealth managers for three days of practice management sessions and peer learning.
June 25, 2026
JPMorgan's Lake Exits, Setting Up New Race to Succeed DimonThe bank named Troy Rohrbaugh and Doug Petno co-presidents following the abrupt departure of consumer banking chief Marianne Lake.
June 24, 2026
Humanity Labs Names Former Osaic Exec Head of WealthDimple Shah will help the AI workforce company forge partnerships with wealth management firms.