She will succeed Michael Corbat and become the first woman to run a major global bank
Asset management is a 'great career for women' from logistics perspective, speaker says
The new president plans to focus on SEC’s exempt offering framework, diversity and inclusion issues
Existing tax laws, the CARES Act, and election year uncertainty make it wise to be generous now in support of extraordinary needs
Given the growing interest in ESG, rules and regulations that seek to restrict ESG investments are short-sighted and ultimately negatively impact investors
The time for the industry to fully address the negative financial experiences of women is long overdue, according to a new study
Kara Murphy of Goldman suggests reviewing risk tolerance and focusing on traditional asset classes
Andy Sieg reports thundering herd's adviser pool includes 21% women and 23% ethnically diverse professionals
Lanton represents small firms; Nagengast reelected to represent large firms
Rothschild spent 26 years at Morningstar, where her final position was chief product officer
The pair now head to the Senate floor for a confirmation vote
More than 300 attendees tune into InvestmentNews' virtual Women Adviser Summit
Unprecedented asset shift to women expected within the decade
Nominations close Sept. 7 for the sixth annual Women to Watch recognition program
The veteran advisers, natives of Venezuela, are based in Miami
More top-level departures are expected as the $26 billion megamerger draws nearer
Recruiting powerhouse Mindy Diamond and InvestmentNews CEO Christine Shaw talk about how female CEOs can empower the next generation of women advisers to step into leadership roles
When dissatisfied clients look for a new financial adviser, will they find you?
The advisers are the first breakaway team Sanctuary has picked up from the wirehouse this year
Beth Lawlor was named president of the bank’s private wealth management business