Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Envestnet, Vanguard Team Up to Help Advisors Boost Tax Efficiency
By Dinah Wisenberg BrinVanguard's Advisor's Alpha framework is now available on Envestnet's wealth platform.
July 01, 2026
Orion Earns AI Management System CertificationThe wealthtech firm says it's among the first to meet the ISO/IEC 42001 standard.
June 26, 2026
The Retirement Gap No One Is Talking AboutMany women arrive at retirement underprepared because the default planning framework was not designed with their needs in mind.
June 25, 2026
A Conference Built Around Creativity and What Comes NextAffiliated Advisors gathered wealth managers for three days of practice management sessions and peer learning.
June 25, 2026
JPMorgan's Lake Exits, Setting Up New Race to Succeed DimonThe bank named Troy Rohrbaugh and Doug Petno co-presidents following the abrupt departure of consumer banking chief Marianne Lake.
June 24, 2026
Humanity Labs Names Former Osaic Exec Head of WealthDimple Shah will help the AI workforce company forge partnerships with wealth management firms.
June 24, 2026
Why This Advisor Doesn't Steer Retirees to TIPSDana Anspach, an author and retirement financial planner, outlines her "income ladder" approach.
June 23, 2026
Retiring This Year? Prepare for a Decade of Disappointment in Stocks: FinkeAlso, high inflation in early retirement can hit as hard as a market downturn, the American College professor suggests.