Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Why AI Should Be Advisors' Best Friend in 2026
By Janet LevauxFinancial professionals who don't leverage it "might be replaced," says Cheryl Nash, head of InvestCloud's APL business.
December 18, 2025
Waldeck to Succeed Feeney as Head of Prudential's U.S. BusinessesAndrew Sullivan, the CEO, said Waldeck has "a proven ability to drive results."
December 18, 2025
IncomeConductor Aims to Boost Annuity Modeling With UpdatesAdvisors will be able to build tax-savvy strategies around both existing annuity contracts and potential future purchases.
December 16, 2025
Osaic Taps Ex-Raymond James Exec as PresidentShannon Reid will lead advisor recruiting, retention and engagement initiatives while partnering across the organization.
December 16, 2025
What It Takes to Wow Ultra-Wealthy ClientsMorgan Stanley’s Valerie Wong Fountain oversees a curated platform of more than 100 specialty UHNW service providers.
December 12, 2025
Advyzon Platform Integrates Andes Risk Analytics, Hires Helen YangYang, Andes Risk's founder and CEO, is joining Advyzon as an executive vice president.
December 10, 2025
Want to Grow? Keep Doing the Right Things, Over and OverMerit Financial execs Kay Lynn Mayhue and Rick Kent credit a repeatable model for the firm's M&A success.
December 10, 2025
How Concerned Should Advisors Be About Social Security Cuts? Very.It's not too early to discuss what a depleted trust fund in 2033 would mean for clients.