Women Advisor Community

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Don't be crippled by 'fear of making a mistake'
YOUR PRACTICE 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
YOUR PRACTICE 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
YOUR PRACTICE 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
YOUR PRACTICE 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 
YOUR PRACTICE 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 
YOUR PRACTICE 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
YOUR PRACTICE 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
YOUR PRACTICE 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 
YOUR PRACTICE 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   
YOUR PRACTICE 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
YOUR PRACTICE 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
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 01, 2023
Alexandra Lebenthal joins Rockefeller

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

By InvestmentNews
‘Women are helping other women’ at upcoming Women Advisor Summit
YOUR PRACTICE WOMEN ADVISOR COMMUNITY OCT 30, 2023
‘Women are helping other women’ at upcoming Women Advisor Summit

World is waking up to women's decision-making role in household finances, says advisor.

By Josh Welsh
Women advisors are leading through collaboration
YOUR PRACTICE WOMEN ADVISOR COMMUNITY OCT 25, 2023
Women advisors are leading through collaboration

Several women advisors talk about their work and the support they get from other women advisors ahead of the Women Advisor Summit on Nov. 8.

By Josh Welsh
‘Murky disparity’ stalls progress  
YOUR PRACTICE BROKER DEALERS OCT 23, 2023
‘Murky disparity’ stalls progress  

Recent claims of pay discrimination, retaliation and sexual harassment have served as a painful reminder that progress for women in the financial advice industry is not a straight line.

By Bruce Kelly
Duran’s Rise Growth hires Terri Kallsen as managing partner
YOUR PRACTICE RIAS OCT 16, 2023
Duran’s Rise Growth hires Terri Kallsen as managing partner

Kallsen most recently served as COO of Wealth Enhancement Group.

By InvestmentNews
Philanthropy resources for advisors
YOUR PRACTICE WOMEN ADVISOR COMMUNITY OCT 11, 2023
Philanthropy resources for advisors

Jennifer Lehman highlights information that advisors can employ to amplify their impact on their clients.

By Josh Welsh
Women advisors are succeeding through authenticity
YOUR PRACTICE WOMEN ADVISOR COMMUNITY OCT 10, 2023
Women advisors are succeeding through authenticity

Being authentic can deliver trust, growth and success for an advisory firm.

By Josh Welsh
Boomer women are leading when it comes to wealth
YOUR PRACTICE WOMEN ADVISOR COMMUNITY OCT 02, 2023
Boomer women are leading when it comes to wealth

Haleh Moddasser shares her experiences as a boomer woman ahead of the Women Advisor Summit.

By Josh Welsh
Making a business out of succession planning
YOUR PRACTICE PRACTICE MANAGEMENT SEP 27, 2023
Making a business out of succession planning

Former RIA owner is on a mission to help make financial services less male, white and straight.

By Emile Hallez