Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Court Action in Carson Group Lawsuit Pushed to May 2025
By Dinah Wisenberg BrinA fired executive contends she faced retaliation after objecting to its response to a conference-goer's assault report.
November 25, 2024
How Advisors Can Use Alts to Boost Portfolios, Gain New ClientsAdvisors see alts as a way to grow their business as access goes mainstream, Blackstone's Joan Solotar says.
November 21, 2024
RFG Advisory Sets Recruiting Record, Approaches $6B in Client AssetsThe hybrid RIA platform has nearly doubled its advisor growth from the previous year.
November 13, 2024
Ex-Branch Manager Accuses Wells Fargo of 'Extreme and Outrageous' ConductMaureen O’Donnell has sued, alleging harassment, retaliation and wrongful termination.
November 12, 2024
Principal Names Deanna Strable CEODan Houston will continue to be the chairman of the company, which has $1.7 trillion under administration.
November 12, 2024
Women May Hate Life Underwriting Exams More Than Men DoFor survey participants, that was the biggest gap in life insurance purchasing preferences.
November 08, 2024
12 Richest Americans in Sports: ForbesAmong the wealthiest people are billionaires with big stakes in major franchises in the United States and abroad.
November 07, 2024
What Trump's Win Means for the Markets: 3 VIP ViewsSchwab's Liz Ann Sonders, Creative Planning's Peter Mallouk and Carson Group's Ryan Detrick weigh in on what strategies to embrace.