The legacy of InvestmentNews as the trusted resource to the advice community presents the staff with a unique responsibility that we cherish. Legacy is a dangerous word because it implies a dependence on the past. But the strength of IN’s legacy is that we have always kept our eyes forward, focused on the future of the industry.
Most recently, we announced our 40 Under 40 in the June 29 issue, where we highlighted the latest group of young advisers driving the industry forward. And now we have begun accepting nominations for our sixth annual InvestmentNews Women to Watch recognition program, where we highlight the women who will carry the advice community in the years to come.
The leaders we are looking for willingly share their expertise with others in the industry, especially other women, and give back to their communities. Each year, the class is chosen by an InvestmentNews selection committee out of hundreds of nominations, and we share the stories of the exciting paths they took while building successful careers in the male-dominated financial services industry.
Are there women you know, maybe even at your firm or organization, who fulfill these criteria? If so, please tell us about their efforts. The nomination period ends Sept. 7, and we will announce the winners in November.
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
Employee accounts, crypto trials and job cuts frame a pivotal year for the Swiss lender.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
