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Number of CFPs, those taking credential exam both hit records in 2023
PRACTICE MANAGEMENT JAN 11, 2024
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.

By Mark Schoeff Jr.
Adding and retaining women on Wall Street are goals for 2024
PRACTICE MANAGEMENT JAN 03, 2024
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.

By Gregg Greenberg
Firm founder cites industry’s treatment of women
RIA NEWS DEC 07, 2023
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.'

By InvestmentNews
Helping women in tech align wealth with values
WOMEN ADVISOR COMMUNITY NOV 30, 2023
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.'

By InvestmentNews
Keeping clients’ objectives at the heart of investment strategy
WOMEN ADVISOR COMMUNITY NOV 29, 2023
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.

By InvestmentNews
One-third of female advisors may quit in next 12 months, feeling unsupported
PRACTICE MANAGEMENT NOV 29, 2023
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.

By Steve Randall
Garrett again battles for DOL rule 
RIA NEWS NOV 20, 2023
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.

By Mark Schoeff Jr.
Savant acquires $2.2B firm to add Alabama to its growing footprint
RIA NEWS NOV 16, 2023
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.

By Steve Randall
Don't be crippled by 'fear of making a mistake'
PRACTICE MANAGEMENT NOV 08, 2023
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.

By Gregg Greenberg
InvestmentNews Women to Watch winners work to make an impact
WOMEN ADVISOR COMMUNITY NOV 08, 2023
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.

By Bruce Kelly
Women to Watch 2023 winners announced
WOMEN ADVISOR COMMUNITY NOV 08, 2023
Women to Watch 2023 winners announced

InvestmentNews honored the best in class at a ceremony in New York City.

By InvestmentNews
Giving clients’ finances a health check
WOMEN ADVISOR COMMUNITY NOV 06, 2023
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.

By Greg Hudson
Behind the business case for more female advisors 
WOMEN ADVISOR COMMUNITY NOV 06, 2023
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.

By Gregg Greenberg
2023 Women to Watch Portfolio Manager of the Year 
ETFS NOV 06, 2023
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.

By InvestmentNews
2023 Women to Watch Allyship Champion of the Year
WOMEN ADVISOR COMMUNITY NOV 06, 2023
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.

By InvestmentNews
2023 Women to Watch Trailblazer of the Year
WOMEN ADVISOR COMMUNITY NOV 06, 2023
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.

By InvestmentNews
2023 Women to Watch Rising Star of the Year 
WOMEN ADVISOR COMMUNITY NOV 06, 2023
2023 Women to Watch Rising Star of the Year 

Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Rising Star of the Year category.

By InvestmentNews
Robbins cuts path that diversifies advice   
INDEPENDENT BROKER DEALERS NOV 06, 2023
Robbins cuts path that diversifies advice   

Rita Robbins, the 2023 recipient of the Alexandra Armstrong Award for Lifetime Achievement, founded Affiliated Advisors 30 years ago, a ground-breaking move in a career that has created new opportunities for women.

By Mark Schoeff Jr.
Raymond James taps Perry to lead advisor recruiting
INDEPENDENT BROKER DEALERS NOV 03, 2023
Raymond James taps Perry to lead advisor recruiting

"Perry is a very talented, sharp person, who's been bumped up from recruiter to head of a region to leading a division," says one industry executive.

By Bruce Kelly
Alexandra Lebenthal joins Rockefeller
WOMEN ADVISOR COMMUNITY NOV 01, 2023
Alexandra Lebenthal joins Rockefeller

Third-generation Wall Streeter will continue focus on women-led businesses.

By InvestmentNews