Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
November 08, 2024
12 Richest Americans in Sports: ForbesAmong the wealthiest people are billionaires with big stakes in major franchises in the United States and abroad.
November 07, 2024
What Trump's Win Means for the Markets: 3 VIP ViewsSchwab's Liz Ann Sonders, Creative Planning's Peter Mallouk and Carson Group's Ryan Detrick weigh in on what strategies to embrace.
November 07, 2024
5 Strategies for Capturing Wealthy ClientsBeing proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.
October 24, 2024
How to Close Fintech's Gender GapWith finance and tech both historically male-dominated professions, the pairing seems to amplify these challenges.
October 23, 2024
10 Most Generous American Billionaires: Forbes, 2024Ten people among the 400 richest Americans have given away 20% or more of their wealth.
October 22, 2024
eMoney Set to Launch Premium Client Portal, New Planning FeaturesCEO Susan McKenna and other executives offered a roadmap for platform innovation in the year ahead.
October 22, 2024
Carson Group, Fired Exec to Update Judge on Potential SettlementMary Kate Gulick sued the firm in April over her firing.
October 16, 2024
Osaic Hires CFO From Thomson ReutersKristy Britt was head of finance for operations and technology at the company.
October 15, 2024
20 Richest Women in the U.S.: Forbes, 2024In all, 67 women appear on the latest Forbes 400 list of America's wealthiest people.
October 14, 2024
Alicia Munnell to Step Down From Center for Retirement ResearchMunnell will step down as director at year-end after more than two decades of leadership.