Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
4 Ways to Help Trust Beneficiaries Feel Trusted
By Jill ShipleyTrust fund guardrails can, over time, lead to unintended predicaments for inheritors and their families.
February 26, 2024
To Refresh Your Brand, Be 'Personal First'Personal brands are "an important point of entry for getting new business," marketer April Rudin argues.
February 26, 2024
Goldman Promotes Meena Flynn to Co-Lead UHNW PushOverall, the firm wants to boost its private wealth-management results and become less reliant on volatile trading revenue.
February 22, 2024
She Was Set to Break Goldman's Glass Ceiling. Now Beth Hammack Is LeavingNow, only one woman is in charge of one of the bank's three units; she leads Platform Solutions, which is being dismantled.
February 21, 2024
LPL Sees Recruiting Benefits From Souped-Up HNW ServicesMany advisors on the move today want the ability to serve wealthy clients more holistically, Jen Hollers says.
February 21, 2024
Citigroup Lifts Jane Fraser's Pay to $26MThe pay package for Fraser, the only female head of a U.S. banking giant, remains the lowest of her cohort.
February 13, 2024
When the Women of Insurance Move Into Financial PlanningCarson Group's report on gender discrimination in wealth management found bias and a recognition of the problem.
February 09, 2024
Lincoln Financial Pushes Capital Levels Back UpEllen Cooper, the CEO, says annuity product updates will be coming out soon.