Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The Evolution in Ultra-Wealthy Divorce: 8 Key Shifts
By John ManganaroFor the wealthiest couples, divorce is taking a lot longer than it used to.
September 27, 2023
FPA Taps President-Elect, Board MembersClaudia Cypher Kane is the group's 2024 president, while Paul Brahim of Wealth Enhancement Group is set to become its president elect.
September 18, 2023
Biggest U.S. Pension's Investment Boss Pushed Sports Deals Before Calling It QuitsBased on returns though June, the fund has ranked below 80% of its peers for the past two fiscal years.
September 18, 2023
5 Myths That Stop Women From Becoming AdvisorsMany women are turned off by outdated ideas about what advisors do, Peggy Ruhlin says.
September 18, 2023
Warn Wealthy Clients Against Flimsy Asset Lists in Estate PlansApril Rosenberry, a veteran estate planner, sees making a list of what the client owns as just a start.
September 15, 2023
Ex-Wells Fargo Exec Avoids Prison Over Accounts ScandalCarrie Tolstedt agreed to a ban on working in the banking industry and to pay $21 million in civil penalties to regulators.
September 14, 2023
Integrity Marketing Hires a Life Unit PresidentTess Grace, a Mutual of Omaha veteran, will lead a company with $22 billion in annual sales production.
September 14, 2023
LUMINARIES 2023 Finalists: Thought Leadership & Education — IndividualsThese industry VIPs are leading the way with podcasts, TikTok content and tax strategies to help advisors grow their practices.