Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Mercer Taps Abby Salameh to Lead Key Market
By Janet LevauxThe $96 billion RIA also hired Chris Walters to oversee its San Diego team.
February 13, 2026
Liz Ann Sonders: Market Broadening Likely to Persist Amid Rapid-Fire Rotation"The new momentum trade is rotation," the Schwab strategist says.
February 09, 2026
RIA Success Requires 'Relentless' Attitude: Orion CEOThe theme of the upcoming Ascent 2026 conference, Natalie Wolfsen says, reflects top advisors' continuous pursuit of excellence.
February 09, 2026
Stock Market Going Through 'Vicious' Rotation: RBC Equity StrategistMoves out of tech stocks and into other sectors were shaken by last week's jobs report, Lori Calvasina says.
February 04, 2026
81 Year-Old Plaintiff Seeks Expedited Hearing in $35M Northern Trust Elder Fraud SuitElizabeth Madden is asking the court to hear the case by Aug. 3 due to her age and declining health.
February 02, 2026
Schwab Announces Leadership Moves, New Wealth Advisory Services GroupNeesha Hathi will lead a newly created Wealth Advisory and Banking Services organization.
February 02, 2026
Citi Sues Former Exec, Denying Harassment ClaimJulia Carreon "fabricated" claims of harassment by wealth head Andy Sieg to avoid arbitration, the bank alleges.
January 30, 2026
BNY Shuffles Leadership to Boost Wealth Solutions BusinessGlobal markets head Adam Vos will lead wealth solutions at BNY.