Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Financial Marketing Has a New Gameboard
By JoAnne GritterIf your clients are feeling nervous in today's environment, it's a good time to reach out.
August 11, 2025
What Wealthy Families Can Learn From a Rock Star’s EstateThe basics of what Ozzy Osbourne’s blended family is going through are actually very common, says one attorney.
August 11, 2025
Carson Launches New Team to Woo Wealthy ClientsIts new Private Client Services group offers advanced planning for clients with assets of $10 million and up.
August 05, 2025
LPL Taps Former McKinsey Partner as Chief People OfficerEmily Field will oversee all HR functions for more than 9,000 employees, according to the broker-dealer.
August 01, 2025
SEC Launches AI Task ForceThe group will work on innovation from divisions and offices and facilitate "responsible AI integration" across the agency.
July 31, 2025
Lincoln Reports 32% Q2 RILA Sales GrowthCEO Ellen Cooper aims to put products on new shelves and keep more products on Lincoln's own books.
July 29, 2025
Carson Group Says Ex-CMO Altered Evidence in LawsuitA lawyer for the former executive, Mary Kate Gulick, disputed the accusations.
July 29, 2025
Blackstone Exec Killed in Manhattan ShootingWesley LePatner, who ran the firm’s $53 billion real estate fund for wealthy individuals, died Monday.