Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Putnam Names Next Head of Institutional Management
By Ginger SzalaKaitlin M. May will take over on July 1, when current head Jeffrey L. Gould retires.
April 20, 2021
Goldman Reveals Black Workforce Numbers for the First TimeOf the bank's 1,548 U.S. executives, senior officials and managers, 49 — or 3.2% — are Black. Overall, Blacks account for 6.8% of its U.S. workforce.
April 15, 2021
What Type of Advisory Firm Do You Lead?Advisors need to understand which type of firm they're leading, so they can best prepare it for future success.
April 14, 2021
Valerie Brown Joins StepStone BoardThe addition of the former Advisor Group and Cetera exec expands the private markets investment firm's board to 11 members.
April 14, 2021
How Financial Advisors Are Protecting Retirees From InflationMorningstar's Christine Benz outlines three ways to protect against inflation. We asked advisors for their ideas.
April 13, 2021
Journey Strategic Wealth Expands, Opens San Francisco OfficeThe Summit, New Jersey-based firm has added the first advisor team under its new RIA partnership business model.
April 12, 2021
Carson Group Adds Ex-JPMorgan AdvisorChicago-based Alexander Legacy Private Wealth Management joins the Carson Partners network.
April 05, 2021
CFP Board Names Diversity & Inclusion ChiefThe former NASCAR exec will work to advance D&I programs and grow the number of diverse CFP professionals.