Women in Wealth

Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.

Q&A

Thrivent Puts Values at Its Core — and It's Hiring Advisors

By Jane Wollman Rusoff
Raymond James Hires COO for Independent Channel

March 24, 2025

Raymond James Hires COO for Independent Channel
Edward Jones Seeks to Shed ‘Cookie Cutter’ Image

March 14, 2025

Edward Jones Seeks to Shed ‘Cookie Cutter’ Image
Why Edward Jones Is Shrinking Its Home Office

March 13, 2025

Why Edward Jones Is Shrinking Its Home Office
Ex-Banker Accused of Killing BofA Exec Faces Added Charges

March 10, 2025

Ex-Banker Accused of Killing BofA Exec Faces Added Charges
These Two 'Dealbreakers' Mean It's Time to Find a New Firm: Consultant

March 10, 2025

These Two 'Dealbreakers' Mean It's Time to Find a New Firm: Consultant
Liz Ann Sonders: Two Major Indexes Hit Correction Territory

March 06, 2025

Liz Ann Sonders: Two Major Indexes Hit Correction Territory
Talk to Your Female Clients Now About Social Security

March 03, 2025

Talk to Your Female Clients Now About Social Security