Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Forget SEO: Here's How Advisors Can Market Now
By Jane Wollman RusoffSamantha Russell tells ThinkAdvisor the keys to getting recommended in AI chats — where advisor searches are surging.
March 04, 2026
Hightower to Buy $5B Journey Strategic WealthJourney CEO Penny Phillips will take on extra responsibilities for the mega-RIA's Signature Wealth brand.
March 03, 2026
Women's Economic Power Is Surging: SurveyMillennial women with at least $1 million are outpacing their male counterparts in assets, RBC Wealth Management reports.
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.