The best women advisors in the US wealth management profession will come together to celebrate and honor the crème de la crème at the upcoming Women to Watch Awards on November 6, 2024. And to whet the appetite, we are delighted to announce this year's full list of Excellence Awardees.
The winners will be selected from the list of finalists in 11 categories by InvestmentNews’ independent panel of expert judges.
The event will be held at the prestigious 583 Park Avenue venue in New York City and will be hosted by Kerry Barrett, Emmy-winning anchor, host and on-camera expert, who is known for helping business owners, executives and teams overcome a debilitating fear of public speaking.
"Very few award shows bring together excellence and community in the way our Women to Watch Awards does," said James Burton, managing editor of InvestmentNews. "Once again, the list of finalists is exceptional and I look forward to a night of celebration in New York on November 6."
Each year, InvestmentNews honors women financial advisors, industry innovators and those who are leaders in their firms, the industry, and their communities. These women have advanced the business of providing financial advice through their passion, creativity and willingness to help others along the way.
Register for the event and book a table here. Use the promo code WTWA24EarlyBird to avail the 10% Early Bird Discount until September 16, 2024.
Congratulations to all of the Women to Watch excellence awardees. The full list can be found here.
Five low-cost index ETFs to anchor Trump Accounts as advisors weigh options against 529 and UTMA plans for clients
A bipartisan proposal aimed at aligning advisor compensation rules with modern business structures is headed to the full House.
Vanilla is extending its estate planning tech to Callan Family Office's ultra-high-net-worth business, while WealthFeed's organic growth engine will now be available to roughly 100 advisors at The Mather Group.
“We are helping families take an important first step toward building a financial foundation for the next generation,” said Franklin Templeton CEO Jenny Johnson
Richard Brothers Financial Advisors joins the fee-only RIA, adding its first Maine office and $240 million in client assets
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.