Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
These Stock Forecasters Nailed This Year's Rally. Here's What They See for 2024
By Alexandra Semenova & Sagarika Jaisinghani"We talked about the market maybe making new highs and people thought we were crazy," said Carson Group's Ryan Detrick.
December 19, 2023
Vanguard Names New Head of Advisor Services UnitAmma Boateng will take over from Tom Rampulla, who is retiring after 35 years with the fund giant.
December 18, 2023
Dimon's Heir at JPMorgan Still Hazy as More Years Tick ByA management shuffle put Jennifer Piepszak and Marianne Lake into the spotlight, but others have entered the fray.
December 18, 2023
Personal Investing Head Joanna Rotenberg to Leave FidelityRotenberg helped steer the firm's partition of its personal investing business into two distinct entities.
December 14, 2023
Edelman Financial Buys $1.5B Retirement FirmThis is the company's largest deal, based on assets, since it began acquiring other entities in 2021.
December 14, 2023
20 Books Loved by Industry ExecsCarl Richards, Bill Crager, Natalie Wolfsen and others recommend these reads for inspiration, lessons in leadership and fun.
December 12, 2023
Want to Save for Retirement in a Taxable Account? Try These Models: Morningstar's BenzWith the right investments, these accounts can be almost as tax-efficient as retirement accounts, she says.
December 12, 2023
DOL's Gomez Lays Out Fiduciary Rule's Chief GoalsDOL's two-day public hearing on its new fiduciary plan kicked off Tuesday, with more than 40 groups set to testify.