Destiny Wealth/Ruggie Wealth Management

06/18/2026

We are pleased to share Carol Mulcahy, Senior Wealth Advisor and Partner at Destiny Wealth, has been named to InvestmentNews' 2026 $100M Club Top Female Financial Advisors list.

This recognition highlights women advisors across the profession who have demonstrated leadership, commitment to client service, and contributions to the financial advisory industry.

Throughout her career, Carol has focused on building lasting relationships with clients and helping individuals and families make informed financial decisions. In the feature, she discusses the importance of trust, her approach to serving clients, and her perspective on opportunities for women in financial services.

Congratulations, Carol, on this well-deserved recognition.

Read Carol's Profile: https://premium.investmentnews.com/us-in-100m-club-top-female-advisors-2026-carol-mulcahy/p/1

InvestmentNews' $100M Club Top Female Financial Advisors list is based on criteria established by InvestmentNews, including assets under management and other information submitted during the nomination process. Rankings and recognitions are not indicative of future investment performance or client experience and should not be construed as an endorsement by any client. Please read important disclosures and methodology by visiting: https://destinywealth.com/recognitions-disclosures/.

06/17/2026

Inflation Remains Elevated & Labor Market Improves
https://21662002.hs-sites.com/inflation-remains-elevated-labor-market-improves-1
Your Weekly Market Commentary from Ruggie and Destiny Wealth

06/16/2026

The InvestmentNews Awards Gala is nearly here, and we have even more to celebrate this year.

Destiny Wealth Partners has been named a 2026 InvestmentNews Excellence Awardee for RIA Team of the Year (10 or more advisors), and our founder, Tom Ruggie, ChFC®, CFP®, is recognized as an Excellence Awardee for Advisor of the Year, Alternative Investments.

These recognitions reflect the collective experience and commitment our team brings every day. We believe comprehensive wealth management is built on trust, expertise, and a real understanding of what each client is working to accomplish. We're honored that InvestmentNews saw those qualities in our work.

Congratulations to every Excellence Awardee across all categories. We can't wait to celebrate with you next week in New York City at the InvestmentNews Awards Gala where the winners will be announced for each category.



Recognition by InvestmentNews is based on criteria established by that organization and is not indicative of future performance or investment results. Neither the investment professional nor the investment firm paid a fee to be considered for this award/ranking. InvestmentNews is not affiliated with Destiny Wealth Partners.

06/13/2026

Wealth management is going through a real structural shift around AI, and InvestmentNews is covering how firms are responding.

Steve Randall recently featured Destiny Wealth Partners in a piece on how advisory firms are building dedicated AI leadership. We brought on Sean Beierly as Head of AI Products and Platform for Destiny Intelligence, the AI-focused unit we formed within our organization. Sean comes from Amazon's AI innovation team, with close to three decades in technology across Amazon, Cisco Systems, and other roles spanning engineering, business intelligence, and data science.

The products Sean is leading were designed for wealth advisory from the ground up: advisor digital twins, client intelligence agents, onboarding automation, and the Destiny AI Operating System.

As our founder and CEO Tom Ruggie shared with InvestmentNews: "We recognized early that AI would fundamentally reshape wealth management. We believe Sean's leadership in AI innovation, deep technical expertise and strategic mindset will allow us to build capabilities that place Destiny among the industry's true first movers."

Read Steve Randall's full piece here: https://www.investmentnews.com/transformation/wealth-managers-race-to-put-ai-leaders-in-place-as-technology-reshapes-the-industry/266958



Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC-registered investment advisor. This post is for informational purposes only and does not constitute an offer or recommendation to buy or sell any security or asset. Past performance is not indicative of future results.

New C-suite and specialist roles signal that firms are treating AI as core infrastructure.

06/11/2026

Monthly Roundup – June 2026 Key Takeaways from Markets
https://www.destinywealth.com/monthly-roundup-june-2026-key-takeaways-from-markets-1
Your Weekly Market Commentary from Ruggie and Destiny Wealth

06/03/2026

Inflation Data, GDP Revised Lower, & Stocks Set New Highs
https://21662002.hs-sites.com/inflation-data-gdp-revised-lower-stocks-set-new-highs-1
Your Weekly Market Commentary from Ruggie and Destiny Wealth

05/26/2026

Rates Rise, Oil Prices Fall

05/20/2026

Inflation Surprises to the Upside, Rates Rise, & Stocks Set New Highs
https://21662002.hs-sites.com/inflation-surprises-to-the-upside-rates-rise-stocks-set-new-highs-1
Your Weekly Market Commentary from Ruggie and Destiny Wealth

05/13/2026

Stocks Set New Highs, Tech Q1 Earnings, Middle East Update, & Q1 GDP Growth
https://21662002.hs-sites.com/stocks-set-new-highs-tech-q1-earnings-middle-east-update-q1-gdp-growth-1
Your Weekly Market Commentary from Ruggie and Destiny Wealth

05/07/2026

Monthly Roundup – May 2026 Key Takeaways from Markets
https://21662002.hs-sites.com/monthly-roundup-may-2026-key-takeaways-from-markets-1
Your Weekly Market Commentary from Ruggie and Destiny Wealth