Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Inside Raymond James’ Minority Stake Strategy
By John ManganaroThe firm's investment proposition “is not like private equity’s approach,” says Shannon Reid, independent channel president.
May 08, 2025
Fierce Annuity Competition Pushes Issuers to Stand OutEllen Cooper, Lincoln Financial's CEO, likes the idea of planting the product seeds inside walled gardens.
May 06, 2025
NAPA Names New President in 'Complex' Retirement Plan EnvironmentLisa Drake told attendees at the organization's recent conference that she is committed to expanding its reach.
May 06, 2025
World's 15 Richest Women: Forbes, 2025About 13% of the planet's billionaires are female, the magazine reports.
May 01, 2025
Carson Group Names Women in Wealth Management Award WinnersCarson Group honored eight female wealth management pros and a male ally.
April 23, 2025
Robinhood's New Robo Takes Cues From High-Touch Wealth Management"I felt there was a gap in the market," says Stephanie Guild, a J.P. Morgan Private Bank veteran.
April 22, 2025
Female Investors Are Disciplined, Patient and Willing to Take Risks: SurveyThey are prepared to play the long game to realize potential returns, a new Schwab report found.
April 04, 2025
Christine Benz: How Tariffs Could Hit Clients' Cash FlowsAdvisors should talk to clients about liquidity, inflation and repositioning assets if necessary, the strategist says.