Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
December 04, 2024
Court Action in Carson Group Lawsuit Pushed to May 2025A fired executive contends she faced retaliation after objecting to its response to a conference-goer's assault report.
November 26, 2024
Boosting Client Service, With a Little Help From Private EquityA free initial plan gets wealthy executives in the door, Mather Group CEO Jennifer des Groseilliers says.
November 26, 2024
Citi Taps BlackRock Portfolio Manager to Be Wealth Unit's CIOKate Moore was head of thematic strategy for BlackRock's $50 billion global allocation business.
November 25, 2024
How Advisors Can Use Alts to Boost Portfolios, Gain New ClientsAdvisors see alts as a way to grow their business as access goes mainstream, Blackstone's Joan Solotar says.
November 21, 2024
RFG Advisory Sets Recruiting Record, Approaches $6B in Client AssetsThe hybrid RIA platform has nearly doubled its advisor growth from the previous year.
November 13, 2024
Ex-Branch Manager Accuses Wells Fargo of 'Extreme and Outrageous' ConductMaureen O’Donnell has sued, alleging harassment, retaliation and wrongful termination.
November 12, 2024
Principal Names Deanna Strable CEODan Houston will continue to be the chairman of the company, which has $1.7 trillion under administration.
November 12, 2024
Women May Hate Life Underwriting Exams More Than Men DoFor survey participants, that was the biggest gap in life insurance purchasing preferences.
November 08, 2024
12 Richest Americans in Sports: ForbesAmong the wealthiest people are billionaires with big stakes in major franchises in the United States and abroad.
November 07, 2024
What Trump's Win Means for the Markets: 3 VIP ViewsSchwab's Liz Ann Sonders, Creative Planning's Peter Mallouk and Carson Group's Ryan Detrick weigh in on what strategies to embrace.