Reaching $100 million in individual AUM is a defining career milestone—one that reflects excellence, leadership, and impact. It deserves to be celebrated on a national stage.
Nominations for InvestmentNews’ $100M Club: Top Female Advisors 2026 are still open. This prestigious recognition celebrates women advisors whose individual AUM exceeds $100 million and who exemplify excellence in client advisory and leadership.
Take a moment to submit a nomination and shine a spotlight on these outstanding leaders and their impact on the industry. Nominations close Friday, February 27.
All figures submitted are subject to verification through your compliance department.
The 2026 Top Female Advisors, proudly supported by the California Alternative Investments Association, will be revealed on the website this June.
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
