Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Women's Economic Power Is Surging: Survey
By Michael S. FischerMillennial women with at least $1 million are outpacing their male counterparts in assets, RBC Wealth Management reports.
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.
February 18, 2026
Dani Fava: The AI 'Tipping Point' for RIAs Is HereThe market reaction to Altruist's new tax tool drove home the reality of AI's advancement, the Carson exec says.
February 17, 2026
Mercer Taps Abby Salameh to Lead Key MarketThe $96 billion RIA also hired Chris Walters to oversee its San Diego team.
February 13, 2026
Goldman's Top Lawyer to Leave Over Epstein TiesKathy Ruemmler's name is mentioned in the Epstein files thousands of times.
February 13, 2026
'Big Opportunity, Big Risk': What Clients and Advisors Must Know Before Investing in AltsThe alts education gap is "one of the biggest risks in wealth management," Dana D'Auria of Envestnet tells ThinkAdvisor.