Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
LPL Taps Former McKinsey Partner as Chief People Officer
By Melanie WaddellEmily Field will oversee all HR functions for more than 9,000 employees, according to the broker-dealer.
July 29, 2025
Carson Group Says Ex-CMO Altered Evidence in LawsuitA lawyer for the former executive, Mary Kate Gulick, disputed the accusations.
July 29, 2025
Blackstone Exec Killed in Manhattan ShootingWesley LePatner, who ran the firm’s $53 billion real estate fund for wealthy individuals, died Monday.
July 28, 2025
A Pastor and CFP Helps Clients Overcome Financial TraumaThe 9/11 attacks put Nicole B. Simpson, a Morgan Stanley advisor at the time, on a different path.
July 22, 2025
Doug and Heather Boneparth: How to Help Client Couples Talk About MoneyThe Bone Fide Wealth team discusses how to start these conversations and what elder millennials worry about most.
July 22, 2025
Orion Clients Surge to $5 Trillion in AssetsAssets served by advisors using the firm's technology have grown 35% since 2023.
July 17, 2025
5 Marketing Moves to Draw Advisors to Your FirmThe new J.D. Power data is clear: For early-career advisors, marketing support is not an "extra." It's a must.
July 16, 2025
3 Ways to Meet the Needs of Today's HNW MatriarchAdvisors who don't engage with this group risk losing out as this demographic shapes the future of wealth management.