Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Liz Ann Sonders: Market Broadening Likely to Persist Amid Rapid-Fire Rotation
By Dinah Wisenberg Brin"The new momentum trade is rotation," the Schwab strategist says.
February 04, 2026
81 Year-Old Plaintiff Seeks Expedited Hearing in $35M Northern Trust Elder Fraud SuitElizabeth Madden is asking the court to hear the case by Aug. 3 due to her age and declining health.
February 02, 2026
Schwab Announces Leadership Moves, New Wealth Advisory Services GroupNeesha Hathi will lead a newly created Wealth Advisory and Banking Services organization.
February 02, 2026
Citi Sues Former Exec, Denying Harassment ClaimJulia Carreon "fabricated" claims of harassment by wealth head Andy Sieg to avoid arbitration, the bank alleges.
January 30, 2026
BNY Shuffles Leadership to Boost Wealth Solutions BusinessGlobal markets head Adam Vos will lead wealth solutions at BNY.
January 26, 2026
Liz Ann Sonders: How to Respond to Volatility"I call it volatility-based rebalancing," the Schwab strategist says, noting that income-focused investors have additional concerns.
January 21, 2026
Wealth Alone Does Not Make a Retirement PlanMany clients appear ready for retirement by every financial measure, yet they hesitate to take the leap. Why?
January 16, 2026
What Wealth Managers Can Learn From Social Media FinfluencersThe key to social media success is offering emotional support, not product pitches, Storyful's Tara Naughton says.