Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Kestra Appoints New Head of Wealth Management
By Rob BurgessAfter 13 years at BlackRock, Kelly Apple replaces John Amore, who had been promoted to president.
August 18, 2026
July CFP Exam Turnout Sets RecordThe CFP Board cheered the diversity and the number of women among the 3,621 test-takers.
August 14, 2026
Cambridge Adds 186 Advisors in First Half of 2026The firm is a destination for advisors bought up by "mega consolidators and serial M&A shops," an exec says.
August 14, 2026
The Estate Is Settled. Your Widowed Client Still Needs You.The advisor's role only deepens after the paperwork and immediate decisions are behind the client.
August 12, 2026
CogniCor Adds Beacon Pointe Chair to Advisory BoardShannon Eusey will advise the California-based enterprise AI platform on its strategic planning and growth initiatives.
August 12, 2026
For a Successful Gray Marriage, Plan for the End at the Beginning"Young couples think love will conquer all," an attorney says, "but gray couples realize careful planning conquers all."
August 11, 2026
When Older Clients Remarry, Prepare for These Planning ChallengesMerging two established financial lives creates complications that aren't usually faced by younger couples.
August 10, 2026
She Wanted to Hire a Financial Advisor. Her Boyfriend Said No.Prospective female clients sometimes drop advisors after romantic interests object, advisors say.