Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The 100,000th CFP Shares Her Story
By John ManganaroSimone Lee left her IT career to pursue financial planning in 2019, earning the certification five years later.
June 11, 2024
Hearsay Sold to Yext for More Than $125MAn extra $95 million could be paid to Hearsay if certain post-deal performance targets are hit.
June 06, 2024
JPMorgan Wealth Unit Adds Execs From UBS and FidelityJane Bailey is now CFO of the business, while Jennifer Barrett leads content and communications.
June 06, 2024
Citi Taps Morgan Stanley Exec to Lead New Client Engagement EffortDawn Nordberg, a Morgan Stanley veteran, will join Citi in September.
June 05, 2024
Laura Lutton to Head Morningstar Manager ResearchThe 25-year veteran of the investment research firm will replace Lee Davidson in the position.
June 04, 2024
New Event to Spotlight Role of Black Women in FinanceThe first Women's Impact Initiative Network Conference is set for Chicago on Juneteenth.
June 03, 2024
The 4 Client Segments Driving Advisors' Future GrowthThese groups have varying views on professional advice but share the same top financial goal, State Street finds.
May 30, 2024
UBS Names Wealth Co-Heads in Management ShakeupRob Karofsky will run the bank's U.S. business, with Naureen Hassan retiring from the wirehouse.