Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
7 Ways 'Solo Agers' Have, and Haven't, Prepared for Decline
By Allison BellClients with no spouses or adult children could benefit from some extra support from a financial professional.
October 31, 2025
How Advisors Can Succeed in the Next 5 Years and BeyondWhat's worked for advisors in the past won't continue to work in the future, marketing expert April Rudin says.
October 24, 2025
eMoney Celebrates 25 Years In Business With Rollout of Major New FeaturesCEO Susan McKenna says the future couldn’t be brighter for eMoney and its financial advisor clients.
October 23, 2025
Social Security Claiming: How One Widow Maximized Her BenefitsWith the right strategy, surviving spouses can add hundreds of thousands of dollars to their lifetime benefit.
October 22, 2025
Women Inactive in Household Finances Face Post-Divorce HurdlesNearly all women who worked with an advisor experienced improved confidence after their divorce, BMO Wealth Management research finds.
October 21, 2025
Sequoia Names New President, Chief Growth OfficerAnnie McCauley will take over from Tom Haught to lead the $30 billion hybrid RIA.
October 14, 2025
Mercer Hires Ex-LPL Exec to Lead Integration EffortsKatelyn Shackleton is tasked with piloting integration and accelerated growth of newly acquired partner firms.
October 09, 2025
Stratos Wealth Names Ex-Hightower Exec as COOCharis Jones will oversee the firm's advisory operations and supervision departments, as well as Stratos Investment Management.