Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How Advisors Can Help Women Adjust to Widowhood
By Michael S. FischerDebt is a major financial challenge facing widowed women, a Thrivent survey found.
June 06, 2024
Citi Taps Morgan Stanley Exec to Lead New Client Engagement EffortDawn Nordberg, a Morgan Stanley veteran, will join Citi in September.
June 05, 2024
Laura Lutton to Head Morningstar Manager ResearchThe 25-year veteran of the investment research firm will replace Lee Davidson in the position.
June 04, 2024
New Event to Spotlight Role of Black Women in FinanceThe first Women's Impact Initiative Network Conference is set for Chicago on Juneteenth.
June 03, 2024
The 4 Client Segments Driving Advisors' Future GrowthThese groups have varying views on professional advice but share the same top financial goal, State Street finds.
May 30, 2024
UBS Names Wealth Co-Heads in Management ShakeupRob Karofsky will run the bank's U.S. business, with Naureen Hassan retiring from the wirehouse.
May 29, 2024
15 Richest Self-Made Women in America: Forbes, 2024The 100 entrepreneurs, executives and entertainers on Forbes' list are worth a collective $154 billion.
May 24, 2024
Raymond James Taps New CFO as Leadership Shuffle ContinuesButch Oorlog will replace CEO-in-waiting Paul Shoukry; Bella Allaire also has a new role.