Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
What Wealthy Families Can Learn From a Rock Star’s Estate
By John ManganaroThe basics of what Ozzy Osbourne’s blended family is going through are actually very common, says one attorney.
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.
July 28, 2025
A Pastor and CFP Helps Clients Overcome Financial TraumaThe 9/11 attacks put Nicole B. Simpson, a Morgan Stanley advisor at the time, on a different path.
July 22, 2025
Doug and Heather Boneparth: How to Help Client Couples Talk About MoneyThe Bone Fide Wealth team discusses how to start these conversations and what elder millennials worry about most.
July 22, 2025
Orion Clients Surge to $5 Trillion in AssetsAssets served by advisors using the firm's technology have grown 35% since 2023.