Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Integrated Partners Adds $850M City Square Wealth Management
By Rob BurgessThe firm now boasts $25 billion in assets under advisement, according to its president, Andree Mohr.
May 13, 2026
Debra Taylor: How OBBBA Is Making Advisors Rethink Tax PlanningThe law's many temporary provisions and income limits make multi-year planning a must, Carson's chief tax strategist says.
May 11, 2026
BlackRock Hires JPMorgan's Jessica Bulen for Family Office PushBulen will become head of family capital, endowments, foundations and healthcare in the Americas institutional business in July.
May 07, 2026
How to Avoid the Costliest IRA MistakesExcise taxes, penalties and loss of tax-deferred status are among the consequences of IRA errors, Denise Appleby says.
April 29, 2026
Cetera Launches National Employee-Advisor RIACetera Planning Partners, part of Jennifer Hanau's RIA and Branches channel, will have about $19 billion in AUA.
April 21, 2026
Raymond James Unit Taps Ex-DFA Exec to Lead ETF StrategyKristi Higgins had been a senior investment strategist at the advisory firm.
April 17, 2026
New Bills Boost Caregivers' Retirement Savings OptionsThe acts would allow Roth IRA contributions without earned income and add five years to catch-ups.