Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Case Study: Guiding a Military Widow Through Finances and Trauma
By Dinah Wisenberg BrinAsset allocation and long-term financial structures aren't necessarily the immediate priority, planner Daniel M. Kopp says.
June 12, 2026
Ensemble Practice Names Catherine Williams COOThe former Dimensional Fund Advisors executive will also lead the consulting firm's advisor development program.
June 11, 2026
FINNY Launches Enterprise PlatformPresident Victoria Toli said the firm went live with Mercer Global Advisors, the inaugural flagship user, in January.
June 11, 2026
Orion Opens New Office in PennsylvaniaThe move reflects the firm's "continued growth in the Philadelphia region," spokesperson Julie Lane says.
June 08, 2026
Tina Powell, Industry Marketing Leader, Dies at 59The Intention.ly partner "had an incredible way of making people feel seen," a colleague wrote.
June 05, 2026
Cresset Hires $1B Denver AdvisorAli Bathgate Hild joins Cresset from J.P. Morgan Private Bank, where she advised entrepreneurs and executives.
June 05, 2026
Schwab's Sonders: Investors Are Complacent on Big Stock RisksThat doesn't necessarily mean a pullback is coming soon, the chief investment strategist tells ThinkAdvisor.
June 05, 2026
Veteran UHNW Leader Named President of Beacon TrustAnnamaria Vitelli has also been named Provident Bank's new chief wealth officer.