Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Ron Carson: Stop Using the Word 'Fee'
By Jeff Berman"No one likes fees, but we're all willing to make an investment in our future," the Carson Group CEO said in a wide-ranging panel discussion.
October 08, 2021
ICI Names New York Life Exec as ChairYie-Hsin Hung says she wants to lead the industry on ESG, diversity and inclusion and fintech.
October 06, 2021
Cathie Wood's Ark Leaving New York for FloridaThe firm will open its new headquarters on Nov. 1 in St. Petersburg, which is home to Raymond James and Dynasty Financial.
September 29, 2021
Cathie Wood Sells $270M in Tesla as Bond Selloff HitsSome 11% of the famous ARK Innovation ETF is still betting on Elon Musk's company, according to data compiled by Bloomberg.
September 29, 2021
Lori Hardwick Named Vestwell ChairHardwick, CEO of RedRock Strategic Partners, also sits on the boards of Cetera, Genstar and Orion.
September 28, 2021
Lisa Pino to Lead HIPAA Privacy AgencyThe HHS Office for Civil Right oversees the HIPAA privacy, security and breach notification rules.
September 23, 2021
Cathie Wood vs. Rob Arnott: Are Stocks in a Bubble?A debate between the two investors at the Morningstar conference pitted the future against the past.
September 20, 2021
Fidelity Taps New Leader for $4T Personal Investing DivisionJoanna Rotenberg is to join the firm in November after 11 years at BMO Financial Group, replacing Kathy Murphy.