Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Meradia Appoints Head of Applied AI
By Rob BurgessSwati Gupta says the technology "is a powerful tool, but it's not a Swiss Army knife."
June 11, 2026
Orion Opens New Office in PennsylvaniaThe move reflects the firm's "continued growth in the Philadelphia region," spokesperson Julie Lane says.
June 08, 2026
Tina Powell, Industry Marketing Leader, Dies at 59The Intention.ly partner "had an incredible way of making people feel seen," a colleague wrote.
June 05, 2026
Cresset Hires $1B Denver AdvisorAli Bathgate Hild joins Cresset from J.P. Morgan Private Bank, where she advised entrepreneurs and executives.
June 05, 2026
Schwab's Sonders: Investors Are Complacent on Big Stock RisksThat doesn't necessarily mean a pullback is coming soon, the chief investment strategist tells ThinkAdvisor.
June 05, 2026
Veteran UHNW Leader Named President of Beacon TrustAnnamaria Vitelli has also been named Provident Bank's new chief wealth officer.
May 28, 2026
How to Use AI and Technology to Market SmarterIt's creating consistent, relevant communication at scale while preserving the human trust at the center of every client relationship.
May 26, 2026
Boutique RIAs Seek Advisors They Can ShapeMany firms "want to avoid the 15- to 20-year-plus advisor who's set in their ways," recruiter Ali Staton says.