Women Advisor Community

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Women are gaining wealth and redefining leadership in wealth management
PRACTICE MANAGEMENT JUL 24, 2025
Women are gaining wealth and redefining leadership in wealth management

J.P. Morgan Wealth Management's Beth Brown broke through a leadership ceiling and now she's helping other women skip the waiting room.

By Chris Davis
Women make up a larger share of advisors nationwide, but there’s a long path to parity
WOMEN ADVISOR COMMUNITY JUL 24, 2025
Women make up a larger share of advisors nationwide, but there’s a long path to parity

Some parts of the industry have stronger representation than others, report shows.

By Steve Randall
EP Wealth unveils partnership with $1.2B majority women-led RIA
WOMEN ADVISOR COMMUNITY JUL 22, 2025
EP Wealth unveils partnership with $1.2B majority women-led RIA

The $36.4 billion consolidator's latest deal in Chicago marks its seventh partnership this year.

By Leo Almazora
Women are wealthier than ever, so why do so many feel financially insecure?
RETIREMENT PLANNING JUL 08, 2025
Women are wealthier than ever, so why do so many feel financially insecure?

InvestmentNews talks to Citi's Judi Leahy about what's driving the fear.

By Steve Randall
Millennial women are investing sooner, smarter, more confidently than previous generations
PRACTICE MANAGEMENT JUN 16, 2025
Millennial women are investing sooner, smarter, more confidently than previous generations

There's a huge opportunity for advisors to cater for this savvy cohort of investors.

By Steve Randall
Advisor moves: Angeles Wealth onboards Ellevest alum, Dynasty Partner firm adds two to team
RIA NEWS MAY 21, 2025
Advisor moves: Angeles Wealth onboards Ellevest alum, Dynasty Partner firm adds two to team

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.

By Leo Almazora
Advisory firm moms share high satisfaction but report early parenthood hurdles
PRACTICE MANAGEMENT MAY 09, 2025
Advisory firm moms share high satisfaction but report early parenthood hurdles

Early parenthood linked to lower fulfillment and fewer leadership roles, despite otherwise strong industry-wide support.

By Leo Almazora
Wealth managers' best advice for single moms ahead of Mother's Day
RETIREMENT PLANNING MAY 07, 2025
Wealth managers' best advice for single moms ahead of Mother's Day

Advisors offer important recommendations for single mothers seeking to secure their financial futures.

By Gregg Greenberg
Women's History Month: Female advisors talk about 'trailblazing' and wealth management
PRACTICE MANAGEMENT MAR 27, 2025
Women's History Month: Female advisors talk about 'trailblazing' and wealth management

Four female wealth managers discuss the pros and cons of being a 'trailblazer' and what motivates them to keep pushing the industry forward.

By Gregg Greenberg
CFP Board doubles down on women's focus with new program
WOMEN ADVISOR COMMUNITY MAR 20, 2025
CFP Board doubles down on women's focus with new program

The credential-granting body for planners is launching a multi-year strategy that includes research, industry partnerships, and building out the female talent pipeline.

By Leo Almazora
Women's History Month: Female advisors discuss financial industry strides
WOMEN ADVISOR COMMUNITY MAR 18, 2025
Women's History Month: Female advisors discuss financial industry strides

Four female wealth managers discuss the progress of women on Wall Street.

By Gregg Greenberg
Next generation of women advisors are 'wicked smart'
PRACTICE MANAGEMENT MAR 17, 2025
Next generation of women advisors are 'wicked smart'

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.

Guiding the next generation
WOMEN ADVISOR COMMUNITY MAR 10, 2025
Guiding the next generation

To mark International Women’s History Month, five influential women in wealth explain their roles in fostering the next wave of talent.

Liz Miller on leading wealth management’s future
WOMEN ADVISOR COMMUNITY MAR 05, 2025
Liz Miller on leading wealth management’s future

Hot List honoree Liz Miller shares insights on leadership, holistic planning, and industry change.

What wealth firms can do to elevate women in the workplace
PRACTICE MANAGEMENT FEB 24, 2025
What wealth firms can do to elevate women in the workplace

Kristi Vassak, managing partner and COO at Lenox Advisors, speaks out on the importance of humanity, standardization, and taking a thoughtful approach to mentorship.

By Leo Almazora
The 'Great Wealth Transfer' tailored for women
WOMEN ADVISOR COMMUNITY DEC 16, 2024
The 'Great Wealth Transfer' tailored for women

U.S. Bank executive explains how its approaching a monumental shift in wealth.

By Chris Davis
A career dedicated to helping others
RIA NEWS NOV 18, 2024
A career dedicated to helping others

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.

By Gregg Greenberg
The 2024 InvestmentNews Women to Watch winners revealed
WOMEN ADVISOR COMMUNITY NOV 07, 2024
The 2024 InvestmentNews Women to Watch winners revealed

Leading women in the financial advisory profession came together in New York City last night to honor and celebrate achievement and resilience.

By Manal Ali
Trump wins… now what? Women advisors on calming clients and steering strategy
WOMEN ADVISOR COMMUNITY NOV 06, 2024
Trump wins… now what? Women advisors on calming clients and steering strategy

The morning after election night, panelists at the InvestmentNews 2024 Women Advisors Summit talk about cooling emotions and staying steady for clients.

By Manal Ali
"Action, not words": Empowering female investors with mentorship, financial education
WOMEN ADVISOR COMMUNITY OCT 25, 2024
"Action, not words": Empowering female investors with mentorship, financial education

Mercer Advisors strives to be the organization of choice for female clients and employees.

By Emily Douglas