InvestmentNews launches Women to Watch list; nominations being accepted

Initiative to recognize women who are distinguished leaders, who are driven, who are innovators and who are willing to share their knowledge and experiences with other women.
AUG 12, 2015
It's no secret that women are a minority in the financial services industry, especially in leadership positions. For the past six-plus years, InvestmentNews has been making a concerted effort to bring attention to the lack of female representation in the financial advice business, through our news coverage, webcasts, videos and live events. Our goal in all these initiatives is to create change, facilitate dialogue and move the needle toward the advancement of women. At InvestmentNews, we believe another thing we can do to help this cause is draw attention to women who are shining examples for others. With that said, we are proud to announce the InvestmentNews Women to Watch list. Our mission in launching this initiative is to honor female advisers and industry executives for what they are doing to elevate the financial advice industry. We plan to select about 20 women who are distinguished leaders at their firms and whose work has made a lasting impact on the industry. We also are looking for women who have demonstrated a willingness to share their experiences with other women, who have given back to the industry and who represent role models for young women entering this profession.

NOMINATE A CANDIDATE NOW

InvestmentNews is accepting nominations for this annual program from all areas of the advice industry. If you are, or know of, a woman who is deserving of this honor, I encourage you to fill out a nomination form at InvestmentNews.com/W2W. The deadline for nominations is Sept. 7. This initiative is not about assets under management. It is not about titles or compensation. Instead, it is meant to recognize women who are distinguished leaders, who are driven, who are innovators and who are willing to share their knowledge and experiences with other women. We expect to receive hundreds of nominations and will have the difficult task of selecting just 20 for this honor. In November, InvestmentNews will devote an entire issue to these women and to other stories highlighting relevant issues surrounding women in financial services. The initiative will culminate with an awards ceremony and leadership summit in March. Women to Watch is the latest in a series of initiatives that are focused on women by InvestmentNews. Last year, at the urging of many of our female readers, we held the first of our Women Adviser Summits, a one-day workshop at which hundreds of female advisers gather to share their secrets for building their practices and network with other successful female advisers and industry leaders. We hope that Women to Watch will be equally impactful and we are truly excited to recognize and reward women in our industry for what they have done and are doing. We look forward to sharing their stories and hope they will inspire and encourage women for years to come.

Latest News

Stratos Wealth Holdings closes 11 acquisitions in push for advisory scale
Stratos Wealth Holdings closes 11 acquisitions in push for advisory scale

RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.

Beyond wealth management: Why the future of advice is becoming more human
Beyond wealth management: Why the future of advice is becoming more human

As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management

Shareholder sues FS KKR Capital board, alleges NAV and dividend cover-up
Shareholder sues FS KKR Capital board, alleges NAV and dividend cover-up

Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.

UBS loses $1.2 million arbitration claim linked to variable annuities and margin
UBS loses $1.2 million arbitration claim linked to variable annuities and margin

UBS has a history of costly litigation stemming from the sale of volatile investment products.

'We are monitoring the situation,' SEC says of private funds
'We are monitoring the situation,' SEC says of private funds

New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.

SPONSORED Beyond wealth management: Why the future of advice is becoming more human

As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management

SPONSORED Durability over scale: What actually defines a great advisory firm

Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline