Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Mercer Advisors Launches Women & Wealth Practice
By Melanie WaddellThe practice, to be led by Laura Combs, will address women's growing need for financial advice.
March 03, 2026
New Bill Waives Spousal Consent Rule for Abuse Survivors in Federal Retirement PlanUnder current law, retiring federal employees need written consent from their spouse or ex-spouse to change distributions.
February 26, 2026
Beacon Pointe Co-Founder Shannon Eusey to Exit CEO Role, Become ChairMatthew Cooper, the firm's president, will take the helm.
February 25, 2026
Orion Zooms in on Advisor Survey Insights at Ascent EventOver half of advisors see AI acceleration as the top growth catalyst for 2026, with technology hurdles to overcome.
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.