Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How Morgan Stanley Wows Its Ultra-Wealthy Clients
By John ManganaroIts Signature Access Lifestyle Advisory offers services that go far beyond portfolio management, says Valerie Wong Fountain.
April 30, 2024
Golub Capital Aims to Grow Insurance BusinessThe firm helped Reinsurance Group of America form its Ruby Re sidecar vehicle.
April 29, 2024
Tech-Savvy Firms Add Clients, Grow Assets Faster: FidelityThey expand their client base and assets much quicker than peers: 20% versus 8% and 22% versus 11%, respectively.
April 29, 2024
State Street Settles 'Fearless Girl' LawsuitThe firm and the artist it commissioned to create the sculpture have reached an agreement on the eve of a trial.
April 26, 2024
Carson Group Turmoil Raises Big QuestionsExperts speak out on how the firm seems to have fallen short and what should be done in response.
April 24, 2024
Ex-CMO Sues Carson Group Over Handling of Sexual Assault: A TimelineThe lawsuit is tied to a complex set of circumstances and conversations dating back to at least mid-2021.
April 23, 2024
Ex-Carson CMO Sues Firm Over Handling of Sexual AssaultMary Kate Gulick says the firm retaliated after she voiced concerns that the alleged assailant wasn't fired.
April 19, 2024
Cathie Wood's ARKK Hits Five-Month LowThe actively-managed ETF is down about over 16% this year, with $1.4 billion withdrawn by investors so far in 2024.