Angeles Wealth Management bolsters its female leadership with a new partner in New York, while Maine-based Great Diamond Partners adds a senior financial advisor and a portfolio manager.
Early parenthood linked to lower fulfillment and fewer leadership roles, despite otherwise strong industry-wide support.
Advisors offer important recommendations for single mothers seeking to secure their financial futures.
Four female wealth managers discuss the pros and cons of being a 'trailblazer' and what motivates them to keep pushing the industry forward.
The credential-granting body for planners is launching a multi-year strategy that includes research, industry partnerships, and building out the female talent pipeline.
Four female wealth managers discuss the progress of women on Wall Street.
It's about EQ not just IQ - four advisors look back at their own careers while offering hope for the new wave of talent coming through.
To mark International Women’s History Month, five influential women in wealth explain their roles in fostering the next wave of talent.
Hot List honoree Liz Miller shares insights on leadership, holistic planning, and industry change.
Kristi Vassak, managing partner and COO at Lenox Advisors, speaks out on the importance of humanity, standardization, and taking a thoughtful approach to mentorship.
U.S. Bank executive explains how its approaching a monumental shift in wealth.
Dr. Carolyn McClanahan, the 2024 InvestmentNews Women to Watch Lifetime Achievement recipient, has forged a stellar reputation educating people at the intersections of health and finance.
Leading women in the financial advisory profession came together in New York City last night to honor and celebrate achievement and resilience.
The morning after election night, panelists at the InvestmentNews 2024 Women Advisors Summit talk about cooling emotions and staying steady for clients.
Mercer Advisors strives to be the organization of choice for female clients and employees.
Extra stress of being a minority, compounded by the “old boys’ club”, still hinders women advisors, says Women Advisor Summit speaker.
This year's awards will honor 54 movers and shakers across 11 categories.
The female-led wealth firm is snapping up two advisory teams in California and South Carolina boasting a collective $600M in client assets.
The fifth annual awards night on November 6 will celebrate the best and brightest women in the financial services industry. Did you make the list?
Join leaders from Merit Financial Advisors, American College of Financial Services, Charles Schwab and many more.
