Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Bluespring Wealth Acquires Family Wealth Counseling
By Rob BurgessThe subsequent merger of Family Wealth with KDI Wealth made sense, Bluespring Wealth President Pradeep Jayaraman says.
October 05, 2026
Lisa Gomez Laments DOL's Big Swings Between PresidentsPeople in the industry "just want rules that they can manage and deal with," the Labor official turned consultant says.
October 05, 2026
How Scammers Use AI to Trick Advisors and ClientsAI makes it far easier to craft believable phishing emails and malicious sites, says Cayla Culver of Schwab Advisor Services.
October 02, 2026
Wealth Enhancement Acquires $22B RWA Wealth PartnersAfter closing, the independent firm will have over $187.1 billion in client advisory, trust and brokerage assets.
October 01, 2026
$1.3B UBS Team Moves to FiNetThe Ohio-based firm joins the Wells Fargo indie channel's Ascend Advisory Group.
September 30, 2026
Putting Cash to Work Outside the Savings AccountFlourish helps RIAs locate and invest hidden cash while competing with wirehouses and traditional banks, exec Abby Domine says.
September 29, 2026
Osaic Holds New HNW Event for AdvisorsExecutive Joe Gaeckle says the firm created the three-day symposium for financial professionals already serving this market.
September 29, 2026
Carson Lands Women-Led Team From CommonwealthNikki Lude and Ciara Stewart join the wealth management RIA's independent advisor channel.