Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Wealth Alone Does Not Make a Retirement Plan
By Rhonda S. FeketeMany clients appear ready for retirement by every financial measure, yet they hesitate to take the leap. Why?
January 15, 2026
Carson Group Debuts Career Path Program, NextGen CouncilInvesting in rising advisors is key, Carson Group CEO Burt White says.
January 14, 2026
LPL Hires 3 New ExecsThe new senior leaders have held prominent roles at such organizations as Edward Jones, E-Trade and UBS.
January 13, 2026
Two DOL Aides on Leave After Inspector General Complaint: ReportsPolitico and the New York Post say the allegations involve concerns about travel scheduling for the Labor secretary.
January 12, 2026
To Navigate Volatility, Find the Signal in the NoisePortfolios benefit by sticking to fundamentals while responding to risk, according to Alexandra Wilson-Elizondo of Goldman Sachs.
January 12, 2026
Vanguard Completes Split Into 2 Advisory BusinessesThe investment giant has created two wholly owned U.S. investment advisors.
January 09, 2026
Terri Kallsen Starts Role as CFP Board ChairKallsen's first priority is to lead "a rigorous CEO succession process," as Kevin Keller retires in April.
January 07, 2026
4 Ways to Grow Your Practice Through PhilanthropyCharitable planning creates opportunities to deepen client relationships, engage multiple generations and attract high-net-worth families.