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.
Five low-cost index ETFs to anchor Trump Accounts as advisors weigh options against 529 and UTMA plans for clients
A bipartisan proposal aimed at aligning advisor compensation rules with modern business structures is headed to the full House.
Vanilla is extending its estate planning tech to Callan Family Office's ultra-high-net-worth business, while WealthFeed's organic growth engine will now be available to roughly 100 advisors at The Mather Group.
“We are helping families take an important first step toward building a financial foundation for the next generation,” said Franklin Templeton CEO Jenny Johnson
Richard Brothers Financial Advisors joins the fee-only RIA, adding its first Maine office and $240 million in client assets
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.
