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Industry should reflect on pace of change
Advisory teams that can relate to our changing demographics not only makes sense socially but also from a business standpoint.
Braxton encourages RIAs to see investing in diversity as a business strategy
‘If a firm values its human capital, then it will make an investment to make sure that their talent can flourish for the advancement of the bottom line,’ says Lazetta Rainey Braxton, co-CEO of 2050 Wealth Partners.
More women embracing family CFO role – but still feel financially insecure
Online poll showcases the paradox of rising financial autonomy and decreasing confidence across generations of women.
Summit Financial welcomes $300M female team to innovative partnership program
The Maryland-based firm will become an affiliate partner of Summit.
Number of CFPs, those taking credential exam both hit records in 2023
'As we continue to mirror the beautiful mosaic of our country, our industry will be that much more impactful in changing lives,' advisor says.
Adding and retaining women on Wall Street are goals for 2024
The percentage of female fund managers around the globe has consistently hovered around 12% over the past two decades.
Firm founder cites industry’s treatment of women
'I watched men get the advantage in so many ways,' Cathy Curtis says. 'And I got really tired of that myself.'
Helping women in tech align wealth with values
Waddell decided to focus on women in tech because, she says, 'I live in Seattle. Everybody works in tech.'
Keeping clients’ objectives at the heart of investment strategy
The journey of Caryn Zweig, CEO of Abner Herrman & Brock Asset Management, has been marked by a keen eye for how and when to invest.
One-third of female advisors may quit in next 12 months, feeling unsupported
Carson Group report reveals how culture changes are required to move the needle on gender diversity.
Garrett again battles for DOL rule
Sheryl Garrett, founder of the Garrett Planning Network, got a shout-out from President Obama in 2015 when he introduced a Department of Labor fiduciary rule. Now she’s joining the fight to support the Biden administration’s proposal.
Savant acquires $2.2B firm to add Alabama to its growing footprint
The acquisition is the firm’s second largest of 2023 and one of three above $1.5B.
Don’t be crippled by ‘fear of making a mistake’
Speakers at the InvestmentNews Women Advisor Summit delve into the obstacles that female entrepreneurs and advisors need to overcome.
InvestmentNews Women to Watch winners work to make an impact
'There are so many people who pushed me when I needed a nudge and pulled me up when I needed a hand,' says Kay Lynn Mayhue.
Women to Watch 2023 winners announced
InvestmentNews honored the best in class at a ceremony in New York City.
Giving clients’ finances a health check
Carolyn McClanahan looks back on her career change from physician to financial planner and how the two professions are more interlinked than she anticipated.
Behind the business case for more female advisors
As women amass more wealth, there’s a market for female financial advisors. Now it’s a matter of meeting the demand.
2023 Women to Watch Portfolio Manager of the Year
Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Portfolio Manager of the Year category.
2023 Women to Watch Allyship Champion of the Year
Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Allyship Champion of the Year category.
2023 Women to Watch Trailblazer of the Year
Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Trailblazer of the Year category.
