Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Terri Kallsen Starts Role as CFP Board Chair
By Melanie WaddellKallsen's first priority is to lead "a rigorous CEO succession process," as Kevin Keller retires in April.
January 05, 2026
Carson Group Ex-CMO Drops Discrimination SuitCarson Group and Mary Kate Gulick jointly agreed to dismiss the case.
January 02, 2026
Why AI Should Be Advisors' Best Friend in 2026Financial professionals who don't leverage it "might be replaced," says Cheryl Nash, head of InvestCloud's APL business.
January 02, 2026
SEC Commissioner Caroline Crenshaw DepartsThe agency is down to three commissioners — all Republicans.
December 22, 2025
15 Richest Americans in Sports: Forbes, 2025These billionaires include owners of individual teams as well as empires in multiple sports.
December 18, 2025
Waldeck to Succeed Feeney as Head of Prudential's U.S. BusinessesAndrew Sullivan, the CEO, said Waldeck has "a proven ability to drive results."
December 18, 2025
IncomeConductor Aims to Boost Annuity Modeling With UpdatesAdvisors will be able to build tax-savvy strategies around both existing annuity contracts and potential future purchases.
December 16, 2025
Osaic Taps Ex-Raymond James Exec as PresidentShannon Reid will lead advisor recruiting, retention and engagement initiatives while partnering across the organization.