Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
State Street Global Advisors Has a New Name
By Dinah Wisenberg BrinThe rebranding emphasizes "investing in our clients as they invest in the markets," CEO Yie-Hsin Hung says.
June 30, 2025
Many Female Entrepreneurs Face a Financial Fitness GapWhat if they have a great plan, and then they lose the ability to work next week?
June 26, 2025
Training Program for New Advisors Tops 2,000Amplified Planning’s 2025 Externship program has 2,078 enrollees; over 42% are women.
June 25, 2025
Liz Ann Sonders: 'Buy the Dip' Investors Have Fueled Market RallyShe cited an "incredibly powerful cohort" that became active during the pandemic.
June 25, 2025
Orion Taps Ex-Zendesk Exec as CTOValli Nachiappan takes on the role after a career in client experience technology development.
June 18, 2025
Trouble in Margaritaville: 7 Reasons Estate Plans Go AwryThe legal fight over Jimmy Buffett’s $275 million estate offers lessons for all of us.
June 17, 2025
Will Longevity Disrupt Traditional Retirement?Well, yeah. But everything may work out well, if clients understand what's happening.
June 12, 2025
Cetera Adds 'RIA and Branches' ChannelJen Hanau, a veteran of Mariner, Fidelity and Schwab, has been brought on board to lead the unit.