Ahead of the Women Advisor Summit, Francis Financial's CEO breaks down the difference between mentorship and sponsorship — and why waiting until succession feels urgent is already too late.
As female-controlled wealth climbs toward $34 trillion, a small group of financial planners is building practices designed specifically for women
Merit Financial's EVP previews her Women Advisor Summit panel on using technology to scale advisor talent development.
The $52 billion hybrid RIA, which has 41% of advisor teams led by women, says stronger university pathways are critical to boosting female advisor headcount across the industry.
Put women leaders in the spotlight for their $100M achievement and their client impact
Survey shows disciplined, values-aligned deployment and a strong future pipeline among female investors.
Veteran advisor and InvestmentNews award winner Cary Carbonaro speaks out on the rising urgency around women in wealth, how AI has changed financial literacy, and the importance of raising the bar for the wealth industry.
Elizabeth "Libet" Anderson is using her two-year term to spread the word about advisor education, while helping establish a "tribe" for independent and underrepresented members of the industry.
On a night of celebration, we honor top talent as women continue to pave the way for leadership and growth.
At InvestmentNews' Women Advisor Summit in New York City, branding specialist Diana Oddi challenged advisors to embrace specialization as a growth strategy — not a limitation.
Female financial advisors are navigating a succession landscape filled with unique challenges, from finding like-minded successors to balancing emotional ties and business realities.
With women currently making up a one-fourth minority of all CFP professionals, new research reveals how highlighting values and busting myths can help move the needle.
Those jumping ship include women advisors and breakaways.
LPL's head of HNW planning says too many advisors are making a common mistake.
Angeles Wealth Management partner talks career ladders, money, advocacy.
J.P. Morgan Wealth Management's Beth Brown broke through a leadership ceiling and now she's helping other women skip the waiting room.
Some parts of the industry have stronger representation than others, report shows.
The $36.4 billion consolidator's latest deal in Chicago marks its seventh partnership this year.
InvestmentNews talks to Citi's Judi Leahy about what's driving the fear.
There's a huge opportunity for advisors to cater for this savvy cohort of investors.
