Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Protecting Dolly Parton's Estate From Tax Shocks, Conflict and AI
By Jane Wollman RusoffEstate planning attorney Nolan James walks advisors through what it takes to preserve a complex legacy.
August 28, 2026
Mercer Acquires $220M Firm in OhioNorthAvenue Financial Advocates, led by Kristen Moosmiller, adds to Mercer's Women & Wealth practice.
August 28, 2026
BofA's Strategist Takes 'Flak' for Street-Low S&P 500 CallSavita Subramanian is sticking to her year-end target of 7,100 even after several of her peers raised theirs in recent weeks.
August 28, 2026
15 Countries With the Most BillionairesThe global billionaire population last year grew at its fastest pace since 2020, Altrata research finds.
August 27, 2026
PRO
Affluent Clients Need a Reality Check on Long-Term Care CostsIndustry data whisperer Lily Vittayarukskul looks at the story "statewide average cost" tables don't tell.
August 26, 2026
Top 6 Reasons Women Fired Their Advisors: VanguardMany longstanding assumptions about women and finances are myths, the asset manager finds in a new study.
August 25, 2026
Does Fear Motivate Clients or Manipulate Them?Using "what-ifs" can prompt clients to take important planning steps, but some advisors object to the approach.
August 24, 2026
PRO
When Newlyweds Discover They're Not Financially EqualThe wife, 65, had four times the retirement assets of the husband, 75. Here's how advisor Erin O'Brien helped make it work.