Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Citigroup Cuts Over 300 Senior Manager Roles in Latest Restructuring
By Jenny SuraneThe cuts are part of the bank's plan to shift from two core operating units to five key businesses, including wealth management.
November 08, 2023
Leadership Means Taking a Hard Look at Real ProblemsThe best managers put aside quick-fix tasks and do the hard work of identifying deeper challenges.
November 07, 2023
8 Emerging Forces Shaping Income and Social Security Planning: Marcia MantellIncome planning today means addressing fast-rising interest rates, Social Security's solvency and new annuity products.
November 02, 2023
Raymond James Names New Head of Indie Advisor UnitShannon Reid (right) will take the reins from Jodi Perry on Jan. 1.
October 30, 2023
LUMINARIES 2023 Finalists: Executive Leadership — Individuals, Group 2Here's how executives at RIAs and retirement-focused firms are changing the advice industry.
October 30, 2023
LUMINARIES 2023 Finalists: Executive Leadership — Individuals, Group 1Here's how executives at BDs, consulting and educational groups and financial technology firms are changing the industry.
October 30, 2023
LUMINARIES 2023 Finalists: Community Impact — IndividualsHere's how financial advisors, industry executives and asset managers are making a difference — locally and nationwide.
October 30, 2023
LUMINARIES 2023 Finalists: Community Impact — FirmsHere's how broker-dealers, RIAs and other financial-services groups are making a difference — locally and nationwide.