Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
UBS Names Wealth Co-Heads in Management Shakeup
By Myriam Balezou | Laura NoonanRob Karofsky will run the bank's U.S. business, with Naureen Hassan retiring from the wirehouse.
May 23, 2024
Carson Group Hits Back at Former Exec's LawsuitThe firm denied wrongfully firing Mary Kate Gulick after she complained about the handling of a sexual assault report.
May 20, 2024
Jamie Dimon Says Succession at JPMorgan Is 'Well on the Way'The JPMorgan CEO told shareholders the timetable is "not five years anymore," in response to a question about his tenure.
May 20, 2024
Fidelity Seeks to Empower Newly Tech-Savvy AdvisorsAdvisors who embraced tech during the pandemic are seeing benefits and looking for more, Fidelity's Marissa Herr says.
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.