Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Ex-Branch Manager Accuses Wells Fargo of 'Extreme and Outrageous' Conduct
By Dinah Wisenberg BrinMaureen O’Donnell has sued, alleging harassment, retaliation and wrongful termination.
November 08, 2024
12 Richest Americans in Sports: ForbesAmong the wealthiest people are billionaires with big stakes in major franchises in the United States and abroad.
November 07, 2024
What Trump's Win Means for the Markets: 3 VIP ViewsSchwab's Liz Ann Sonders, Creative Planning's Peter Mallouk and Carson Group's Ryan Detrick weigh in on what strategies to embrace.
November 07, 2024
5 Strategies for Capturing Wealthy ClientsBeing proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.
October 24, 2024
How to Close Fintech's Gender GapWith finance and tech both historically male-dominated professions, the pairing seems to amplify these challenges.
October 23, 2024
10 Most Generous American Billionaires: Forbes, 2024Ten people among the 400 richest Americans have given away 20% or more of their wealth.
October 22, 2024
eMoney Set to Launch Premium Client Portal, New Planning FeaturesCEO Susan McKenna and other executives offered a roadmap for platform innovation in the year ahead.
October 22, 2024
Carson Group, Fired Exec to Update Judge on Potential SettlementMary Kate Gulick sued the firm in April over her firing.