Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Jamie Dimon Says Succession at JPMorgan Is 'Well on the Way'
By Hannah LevittThe JPMorgan CEO told shareholders the timetable is "not five years anymore," in response to a question about his tenure.
May 15, 2024
Mercer Advisors Appoints New Principal of M&AAdding another executive with C-suite experience to the space reflects the company's commitment to inorganic growth.
May 13, 2024
Jackson Escapes Annuity Earnings RollercoasterThanks to reinsurance, its first-quarter net income looks normal.
May 13, 2024
The Fiduciary Institute's 2024 Training Course Open for RegistrationSpace is limited; instructors include Harold Evensky and Rick Kahler.
May 13, 2024
BlackRock Takes Minority Stake in Advisor Marketing StartupLacy Garcia's Willow will use the funds to offer "Advisor for Women" and "Advisor for NextGen" certificates.
May 09, 2024
What Annuity Administrators DoMaking it all look easy takes people working behind the scenes a lot of hard work.
May 09, 2024
Integrated Partners Names New PresidentAndree Mohr, Integrated Partners' chief implementation officer, will take on the role of president.
May 04, 2024
How Morgan Stanley Wows Its Ultra-Wealthy ClientsIts Signature Access Lifestyle Advisory offers services that go far beyond portfolio management, says Valerie Wong Fountain.