Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The Fiduciary Institute's 2024 Training Course Open for Registration
By John ManganaroSpace is limited; instructors include Harold Evensky and Rick Kahler.
May 09, 2024
Integrated Partners Names New PresidentAndree Mohr, Integrated Partners' chief implementation officer, will take on the role of president.
May 04, 2024
How Morgan Stanley Wows Its Ultra-Wealthy ClientsIts Signature Access Lifestyle Advisory offers services that go far beyond portfolio management, says Valerie Wong Fountain.
May 02, 2024
Competition Heats Up in Retail Annuity MarketLincoln Financial's CEO says her firm is trying to avoid competing on price alone.
May 01, 2024
U.S. Faces Retirement Crisis, Working Women SaySurvey respondents cited inflation and rising health costs among reasons that retirement is only getting harder.
April 30, 2024
Golub Capital Aims to Grow Insurance BusinessThe firm helped Reinsurance Group of America form its Ruby Re sidecar vehicle.
April 29, 2024
Tech-Savvy Firms Add Clients, Grow Assets Faster: FidelityThey expand their client base and assets much quicker than peers: 20% versus 8% and 22% versus 11%, respectively.
April 29, 2024
State Street Settles 'Fearless Girl' LawsuitThe firm and the artist it commissioned to create the sculpture have reached an agreement on the eve of a trial.