Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Buying a Jet? Need a Pet Therapist? The Concierge Is On It
By Jane Wollman RusoffGeller, a multi-family office, can help ultra-wealthy clients even with unusual financial tasks, Mona Manahi says.
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.
May 04, 2024
How Morgan Stanley Wows Its Ultra-Wealthy ClientsIts Signature Access Lifestyle Advisory offers services that go far beyond portfolio management, says Valerie Wong Fountain.
May 02, 2024
Competition Heats Up in Retail Annuity MarketLincoln Financial's CEO says her firm is trying to avoid competing on price alone.
May 01, 2024
U.S. Faces Retirement Crisis, Working Women SaySurvey respondents cited inflation and rising health costs among reasons that retirement is only getting harder.