Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Carson Group Hits Back at Former Exec's Lawsuit
By Janet Levaux | Dinah Wisenberg BrinThe firm denied wrongfully firing Mary Kate Gulick after she complained about the handling of a sexual assault report.
May 20, 2024
Buying a Jet? Need a Pet Therapist? The Concierge Is On ItGeller, a multi-family office, can help ultra-wealthy clients even with unusual financial tasks, Mona Manahi says.
May 15, 2024
Mercer Advisors Appoints New Principal of M&AAdding another executive with C-suite experience to the space reflects the company's commitment to inorganic growth.
May 13, 2024
Jackson Escapes Annuity Earnings RollercoasterThanks to reinsurance, its first-quarter net income looks normal.
May 13, 2024
The Fiduciary Institute's 2024 Training Course Open for RegistrationSpace is limited; instructors include Harold Evensky and Rick Kahler.
May 13, 2024
BlackRock Takes Minority Stake in Advisor Marketing StartupLacy Garcia's Willow will use the funds to offer "Advisor for Women" and "Advisor for NextGen" certificates.
May 09, 2024
What Annuity Administrators DoMaking it all look easy takes people working behind the scenes a lot of hard work.
May 09, 2024
Integrated Partners Names New PresidentAndree Mohr, Integrated Partners' chief implementation officer, will take on the role of president.