Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
9 Trends in How Women Work With Advisors
By John ManganaroAdvisors should not make assumptions or rely on outdated stereotypes, but some commonalities emerged in a recent survey.
December 12, 2024
Conference Certification Firm Choir to Shut Down at Year-EndThe firm cited "a significant drop in industry demand for diversity initiatives."
December 11, 2024
Sallie Krawcheck Steps Down From Ellevest, Citing HealthKrawcheck, a former wealth exec at Citi and Morgan Stanley, will pass the reins to two co-CEOs.
December 09, 2024
Vanguard to Launch New Advice and Wealth UnitJoanna Rotenberg, a former Fidelity executive, will lead the division.
December 06, 2024
Carson Group President Teri Shepherd to Resign in MarchShepherd is stepping away to spend more time with her family, a spokesperson said.
December 04, 2024
Court Action in Carson Group Lawsuit Pushed to May 2025A fired executive contends she faced retaliation after objecting to its response to a conference-goer's assault report.
November 26, 2024
Boosting Client Service, With a Little Help From Private EquityA free initial plan gets wealthy executives in the door, Mather Group CEO Jennifer des Groseilliers says.
November 26, 2024
Citi Taps BlackRock Portfolio Manager to Be Wealth Unit's CIOKate Moore was head of thematic strategy for BlackRock's $50 billion global allocation business.