Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Help Your Clients With This 'Embarrassing' Task Before They Get Married
By Jane Wollman RusoffTalking about money isn't romantic, but not doing so can sink a marriage, Ekaterina Klimentova of Cerity warns.
December 30, 2024
3 Ways to Thrive as a Mid-Career AdvisorHaving overcome stress and mastered the learning curve, these advisors are now equipped to elevate their practices.
December 19, 2024
Blackstone’s Wealth Boss Targets $1T in AssetsJoan Solotar, the firm's head of private wealth, is setting her sights on a very ambitious target.
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.