Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
In This Market, 'Do Less' Has Its Limits: Christine Benz
By Dinah Wisenberg BrinMorningstar's personal finance director prefers a hands-off investing approach but says some adjustments may be warranted now.
September 22, 2026
Mercer Names Cynthia Loh to New Executive RoleAs chief platform officer, Loh will oversee the operating system that anchors the RIA's client and advisor experience.
September 22, 2026
Hightower Taps Vanguard Veteran as New PresidentMarco De Freitas will help integrate AI and investing; Hightower Signature Wealth named a president and two key leaders.
September 21, 2026
New Bill Allows Online Social Security Survivor Benefit ApplicationsThe Survivor Benefits Application Modernization Act calls on the agency to set up a self-scheduling portal.
September 21, 2026
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Writing Her Way Into an Advice NicheArielle Tucker helps Americans who want to build a life abroad. Here's how she connected with them.
September 14, 2026
Widowed Americans Feel Confident, but Here's What They Need From AdvisorsAlmost 6 in 10 wish they had someone with whom to share financial decisions, an Ameriprise survey finds.
September 09, 2026
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Medicare Plan Chaos Could StabilizeIf eHealth executive Whitney Stidom is right, open enrollment season will bring less upheaval this year.
September 08, 2026
Hightower Signature Wealth Selects Dispatch for Client Data ManagementDispatch is helping the fast-growing wealth platform optimize critical workflows, co-founder Madalyn Armijo says.