Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Allianz Life Names Sophia Khan Chief Diversity and Inclusion Officer
By Allison BellShe'll report to the company's CEO.
September 14, 2021
LPL Names Chief Data OfficerCara Dailey joins from Silicon Valley Bank to lead the firm's data and analytics team in a newly created role.
September 14, 2021
Ark's Cathie Wood Forecasts Soaring Prices for Tesla, BitcoinAt the SALT conference, Wood gave her Bitcoin and Tesla price targets and said courts would likely be involved in the Bitcoin ETF fight.
September 13, 2021
Why Vanguard Subadvisor Wellington Is Embracing ESG, Private EquityThey are "well suited" to Wellington Management's active investing approach, says the firm's new CEO, Jean Hynes.
September 10, 2021
FINRA Exam Chief Bari Havlik to RetireShe'll be succeeded by Greg Ruppert on Nov. 1.
September 10, 2021
Parents at Home Need Life Insurance Too: Idea FileYou may know that, but an online agency founder says many young clients don't.
September 10, 2021
Cathie Wood's Ark ETFs Sell $139M of Tesla StockThe sales amount to around 3% of ARK's Tesla stake, and the firm still holds well over $4 billion, making it one of Tesla's top 20 holders.
September 10, 2021
BofA Overhauls Management TeamThe bank is replacing its CFO and elevating five new members to its senior management team, including three women.