Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
She Was Set to Break Goldman's Glass Ceiling. Now Beth Hammack Is Leaving
By Sridhar NatarajanNow, only one woman is in charge of one of the bank's three units; she leads Platform Solutions, which is being dismantled.
February 13, 2024
When the Women of Insurance Move Into Financial PlanningCarson Group's report on gender discrimination in wealth management found bias and a recognition of the problem.
February 09, 2024
Lincoln Financial Pushes Capital Levels Back UpEllen Cooper, the CEO, says annuity product updates will be coming out soon.
February 08, 2024
Fidelity Shuffles Senior ExecutivesSeveral top managers at the financial giant were given new roles in a major leadership shakeup.
February 06, 2024
When Clients Are Laid Off, How to Ease the Sting: Advisors' AdviceAdvisors helping clients through low moments can set themselves up to retain business when good times return.
February 05, 2024
New Co-Op Helps Young Advisors Own a PracticeThe RIA platform Avise seeks to provide backend services in a nontraditional way, co-founder Katrina Soelter says.
February 02, 2024
Want to Refresh Your Website? First, Lose the YachtsWealthy investors are seeking authentic advisors who don't use cookie-cutter messages and images, says April Rudin.
February 01, 2024
4 Steps to Grow Your Advisory Business With Secure 2.0Legislation has positioned RIAs to easily and affordably add help small-business owners offer retirement plans.