Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How to Calm Clients' Fears of Social Security's Demise
By Marcia MantellFinancial professionals need to step in to quell very real concerns.
January 13, 2026
Two DOL Aides on Leave After Inspector General Complaint: ReportsPolitico and the New York Post say the allegations involve concerns about travel scheduling for the Labor secretary.
January 12, 2026
To Navigate Volatility, Find the Signal in the NoisePortfolios benefit by sticking to fundamentals while responding to risk, according to Alexandra Wilson-Elizondo of Goldman Sachs.
January 12, 2026
Vanguard Completes Split Into 2 Advisory BusinessesThe investment giant has created two wholly owned U.S. investment advisors.
January 09, 2026
Terri Kallsen Starts Role as CFP Board ChairKallsen's first priority is to lead "a rigorous CEO succession process," as Kevin Keller retires in April.
January 07, 2026
4 Ways to Grow Your Practice Through PhilanthropyCharitable planning creates opportunities to deepen client relationships, engage multiple generations and attract high-net-worth families.
January 07, 2026
3 Must-Watch Advisor Trends for 2026RIAs face rising investor expectations, ongoing consolidation and the pressure to respond to emerging technologies like AI.
January 05, 2026
Carson Group Ex-CMO Drops Discrimination SuitCarson Group and Mary Kate Gulick jointly agreed to dismiss the case.