Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Biggest U.S. Pension's Investment Boss Pushed Sports Deals Before Calling It Quits
By Eliyahu Kamisher & Dawn LimBased on returns though June, the fund has ranked below 80% of its peers for the past two fiscal years.
September 15, 2023
Ex-Wells Fargo Exec Avoids Prison Over Accounts ScandalCarrie Tolstedt agreed to a ban on working in the banking industry and to pay $21 million in civil penalties to regulators.
September 14, 2023
Integrity Marketing Hires a Life Unit PresidentTess Grace, a Mutual of Omaha veteran, will lead a company with $22 billion in annual sales production.
September 10, 2023
Orion Taps AssetMark CEO to Replace Eric ClarkeWhen Natalie Wolfsen joins the firm in mid-October, Clarke will take on a "supporting leadership role."
September 05, 2023
Why Now's the Time to Move Out of Tech StocksHightower's Stephanie Link says today's market volatility is beneficial for advisors looking to diversify client portfolios.
September 01, 2023
Honor a Loved One for Life Insurance Awareness MonthBarbara Pietrangelo, Life Happens' chair, says single parents will be a focus of this year's campaign.
September 01, 2023
How to Help UHNW Clients Pass On Their FortunesGet a family governance plan in place before it's too late, advises Jill Shipley.
August 28, 2023
The Annuity Market Might Split: CFRA AnalystCatherine Seifert suggests that private equity owners could be tougher than policyholder owners.