Jun 22, 2024 View in Browser

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Women in Wealth

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A Message From the Editor

Please nominate yourselves and your firms for our expanded 2024 Luminaries awards, and send any questions about the program to jlevaux@alm.com. Thank you!

– Janet Levaux

 

News

Liz Ann Sonders: Stocks Look Weaker Under the Surface

By Dinah Wisenberg Brin

A split has formed between headline market and economic numbers and the reality on the ground, the strategist tells...

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News

Hearsay Sold to Yext for More Than $125M

By John Manganaro

The firm, founded by Clara Shih in 2009, could also earn an extra $95 million if it hits certain sales targets.

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Career Moves

JPMorgan Wealth Unit Adds Execs From UBS and Fidelity

By John Manganaro

Jane Bailey is now CFO of the business, while Jennifer Barrett leads content and communications.

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News

Citi Taps Morgan Stanley Exec to Lead New Client Engagement Effort

By Dinah Wisenberg Brin

Dawn Nordberg, a Morgan Stanley veteran, will join Citi in September.

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News

New Event to Spotlight Role of Black Women in Finance

By John Manganaro

The first Women's Impact Initiative Network Conference is set for Chicago on Juneteenth.

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Career Moves

Laura Lutton to Head Morningstar Manager Research

By Dinah Wisenberg Brin

The 25-year veteran of the investment research firm will replace Lee Davidson in the position.

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Resources

Your Digital Marketing Blind Spots: How To Find Them, How To Fix Them

Sponsored by: Cetera

Uncover the hidden pitfalls in your digital marketing strategy and learn how to address them effectively. This white paper offers actionable insights, recommendations and KPI’s to help you optimize your online presence and achieve your business growth goals.

LEARN MORE

ON DEMAND

Applying A Holistic Financial Planning Approach To Achieve Alpha

Join this webcast as we explore practical methods to add alpha to your practice and enrich the financial planning journey through the intersection of technology, practice management, and financial wellness.

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