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.
Mayer Brown, GWG's law firm, agreed to pay $30 million to resolve conflict of interest claims.
Orion adds new model portfolios and SMAs under expanded JPMorgan tie-up, while eMoney boosts its planning software capabilities.
National survey of workers exposes widespread retirement planning challenges for Gen Z, Millennials, Gen X, and Boomers.
While the choice for advisors to "die at their desks" might been wise once upon a time, higher acquisition multiples and innovations in deal structures have created more immediate M&A opportunities.
A father-son pair has joined the firm's independent arm in Utah, while a quartet of planning advisors strengthen its employee channel in Louisiana.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
