Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
To Refresh Your Brand, Be 'Personal First'
By Janet LevauxPersonal brands are "an important point of entry for getting new business," marketer April Rudin argues.
February 21, 2024
LPL Sees Recruiting Benefits From Souped-Up HNW ServicesMany advisors on the move today want the ability to serve wealthy clients more holistically, Jen Hollers says.
February 21, 2024
Citigroup Lifts Jane Fraser's Pay to $26MThe pay package for Fraser, the only female head of a U.S. banking giant, remains the lowest of her cohort.
February 13, 2024
When the Women of Insurance Move Into Financial PlanningCarson Group's report on gender discrimination in wealth management found bias and a recognition of the problem.
February 09, 2024
Lincoln Financial Pushes Capital Levels Back UpEllen Cooper, the CEO, says annuity product updates will be coming out soon.
February 08, 2024
Fidelity Shuffles Senior ExecutivesSeveral top managers at the financial giant were given new roles in a major leadership shakeup.
February 06, 2024
When Clients Are Laid Off, How to Ease the Sting: Advisors' AdviceAdvisors helping clients through low moments can set themselves up to retain business when good times return.
February 05, 2024
New Co-Op Helps Young Advisors Own a PracticeThe RIA platform Avise seeks to provide backend services in a nontraditional way, co-founder Katrina Soelter says.