Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The Future of Advice, According to eMoney
By John ManganaroExecutives Susan McKenna and Mathew Schulte see sky-high — and growing — demand for personalized financial planning.
July 02, 2025
EP Wealth Adds Exec From CaptrustMargaret Jarocki will lead partnership integration efforts for the RIA, which had $32.6 billion of assets in March.
June 30, 2025
13 Richest Self-Made Women in America: Forbes, 2025The number of self-made female billionaires has more than doubled since 2015, the magazine finds.
June 30, 2025
Many Female Entrepreneurs Face a Financial Fitness GapWhat if they have a great plan, and then they lose the ability to work next week?
June 26, 2025
Training Program for New Advisors Tops 2,000Amplified Planning’s 2025 Externship program has 2,078 enrollees; over 42% are women.
June 25, 2025
Liz Ann Sonders: 'Buy the Dip' Investors Have Fueled Market RallyShe cited an "incredibly powerful cohort" that became active during the pandemic.
June 25, 2025
Orion Taps Ex-Zendesk Exec as CTOValli Nachiappan takes on the role after a career in client experience technology development.
June 18, 2025
Trouble in Margaritaville: 7 Reasons Estate Plans Go AwryThe legal fight over Jimmy Buffett’s $275 million estate offers lessons for all of us.