Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Dynasty Names Raymond James Exec to Head Advisor Transitions
By John ManganaroLindsey Strawhecker is tasked with driving process improvements and technology initiatives to streamline onboarding and support.
December 30, 2024
How an Advisor Helps U.S. Expats Navigate Taxes, PlanningArielle Tucker says she provides tailored solutions to help expat clients feel more confident about their futures.
December 30, 2024
9 Trends in How Women Work With AdvisorsAdvisors should not make assumptions or rely on outdated stereotypes, but some commonalities emerged in a recent survey.
December 30, 2024
3 Ways to Thrive as a Mid-Career AdvisorHaving overcome stress and mastered the learning curve, these advisors are now equipped to elevate their practices.
December 19, 2024
Blackstone’s Wealth Boss Targets $1T in AssetsJoan Solotar, the firm's head of private wealth, is setting her sights on a very ambitious target.
December 12, 2024
Conference Certification Firm Choir to Shut Down at Year-EndThe firm cited "a significant drop in industry demand for diversity initiatives."
December 11, 2024
Sallie Krawcheck Steps Down From Ellevest, Citing HealthKrawcheck, a former wealth exec at Citi and Morgan Stanley, will pass the reins to two co-CEOs.
December 09, 2024
Vanguard to Launch New Advice and Wealth UnitJoanna Rotenberg, a former Fidelity executive, will lead the division.