The wealth management industry is being radically transformed by women who are driving change. InvestmentNews' 2025 Women to Watch awards recognizes those who have the most impact.
Earlier this year, we invited nominations to recognize the women and their firms that have had the biggest impact on the wealth management industry. Following a months-long process – including open nominations, independent research, and excellence awardee submissions – the 2025 Excellence Awardees have been named. These finalists represent the highest standards of women in leadership, innovation, and impact across the wealth management space.
The awards highlight both individual and organizational achievements, with categories designed to reflect the many ways women are contributing to the profession — from financial literacy advocacy to executive leadership and long-term impact.
THe 2025 Women to Watch Awards will be held on October 21 at Tribeca 360 in New York City.
More information on the event is available on the InvestmentNews 2025 Women to Watch event website.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
