Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Citigroup Lifts Jane Fraser's Pay to $26M
By Todd GillespieThe pay package for Fraser, the only female head of a U.S. banking giant, remains the lowest of her cohort.
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.
February 01, 2024
Why Social Security Expert Mary Johnson Works With a Financial AdvisorEven those with a wealth of financial knowledge can benefit from a trusted sounding board and outside expertise.
February 01, 2024
AllianceBernstein Tweaks UHNW Advisors' Title, ProgramThe business plans to grow its client base through more "bespoke solutions" targeting the wealthy.