Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
From Efficient to Enduring: The Keys to an Extraordinary Client Experience
By Julie LittlechildThere are three levels to master. First, figure out which level best describes your firm.
February 06, 2025
Prudential Sees Interest Rate Winds Hurting MYGAs, Helping RILAsCaroline Feeney, the head of the U.S. businesses, expects sales of favored products to be strong.
February 06, 2025
Mercer Hires Its First Client Development ChiefAlisa Maute, formerly of LPL Financial, has also worked for WisdomTree, Van Kampen and Morgan Stanley.
January 29, 2025
What Vanguard's New Advice Unit Could Mean for Clients: MorningstarIt remains to be seen whether investors will take to Vanguard's stepped-up advice efforts, an analyst says.
January 29, 2025
Tax Pro Returns to EP Wealth in New RoleApril Rosenberry will focus on the firm's ultra-high-net-worth, tax and estate offerings.
January 28, 2025
Docupace Promotes Elizabeth Pavlik to New Chief Product Officer RolePavlik was promoted after a decade with Docupace.
January 27, 2025
Citi Reworks Its Private Bank as Head Leaves Firm After 18 YearsWith Ida Liu's departure, the unit's four regional heads will report to Andy Sieg, head of Citi's wealth business.
January 24, 2025
Single Women, Rich Millennials Will Fuel Luxury Real Estate This YearAs millennial buyers enter luxury markets in increasing numbers, this younger generation is behaving differently than its predecessors.