Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Want to Grow? Keep Doing the Right Things, Over and Over
By Jane Wollman RusoffMerit Financial execs Kay Lynn Mayhue and Rick Kent credit a repeatable model for the firm's M&A success.
November 18, 2025
A Real Retirement Plan Is More Than MoneyPreparing financially for life after the workplace is important, Rudri Patel maintains, but it’s only half the battle.
November 17, 2025
6 Consequences of a 40-Year Retirement HorizonThe prospect of a four-decade retirement journey is becoming the norm for U.S. workers.
November 17, 2025
For High Earners Reluctant to Go Roth, There's Another 'Catch-Up' OptionWorkers who must make 401(k) catch-up contributions to a Roth next year could fund an HSA instead.
November 12, 2025
A Look at Who's Who: The Luminaries Finalists of 2025Check out profiles and accomplishments of this year's finalists, who'll be honored at our Dec. 4 gala.
November 12, 2025
10 New Findings on Aging and Finances in AmericaWomen report far less retirement confidence than men, according to a Pew Research survey of 8,750 adults.
November 10, 2025
Edward Jones to Expand Limited Partnership OpportunitiesThe firm is preparing for the largest limited partnership offering in its history, Penny Pennington confirms.
November 07, 2025
Carson Group Ex-CMO's Bias Suit On Hold After Allegations She Altered EvidenceMost proceedings are halted pending a ruling on the firm's request that the case be dismissed.