Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Principal Names Deanna Strable CEO
By Allison BellDan Houston will continue to be the chairman of the company, which has $1.7 trillion under administration.
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.
October 16, 2024
Osaic Hires CFO From Thomson ReutersKristy Britt was head of finance for operations and technology at the company.