Last night, the brightest names in financial services were highlighted during the prestigious 2025 InvestmentNews Women to Watch Awards. A collection of the most celebrated women in the wealth management industry congregated at Tribeca 360 in New York City to receive recognition for excellence, leadership, and lifetime achievement.
The Women to Watch Awards, now in its 6th year, is the annual event which recognizes the women who are breaking boundaries, fostering inclusive workplaces, and empowering the next generation of women in finance.
Margaret Starner, honored with the Alexandra Armstrong Award for Lifetime Achievement, presented by Armstrong herself, offered this perspective on a successful career that still has additional chapters to be written:
"We all work hard at living longer. People are living longer and staying healthy longer. But we all dread aging. I want to change that perspective and conversation to looking forward to aging. Since you're going to get 15 to 24 years of life, why not appreciate it? Enjoy it!"
Congratulations to all the women who were nominated and celebrated in NYC last night. You can find the full list of 2025 awardees here.
An 86-year-old from Dallas tried to withdraw funds from his account, but Edward Jones invoked a FINRA-backed temporary lockout before he eventually left for Merrill Lynch.
The boutique practice brings $700 million in client assets and opens a new Northeast office for the California-headquartered firm.
Founder-led 32 North Wealth brings four partners to the hybrid RIA while extending its record of attracting Wells Fargo breakaways.
Firm admits repeated Bank Secrecy Act violations after regulators say it missed the same kind of wire-monitoring failures flagged in 2018.
The proposals extend a wave of regulatory relief in 2026 that has already loosened capital requirements for community banks.
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
