Carson Group report reveals how culture changes are required to move the needle on gender diversity.
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.
The acquisition is the firm’s second largest of 2023 and one of three above $1.5B.
Speakers at the InvestmentNews Women Advisor Summit delve into the obstacles that female entrepreneurs and advisors need to overcome.
'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.
InvestmentNews honored the best in class at a ceremony in New York City.
Carolyn McClanahan looks back on her career change from physician to financial planner and how the two professions are more interlinked than she anticipated.
As women amass more wealth, there’s a market for female financial advisors. Now it’s a matter of meeting the demand.
Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Portfolio Manager of the Year category.
Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Allyship Champion of the Year category.
Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Trailblazer of the Year category.
Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Rising Star of the Year category.
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.
"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.
Third-generation Wall Streeter will continue focus on women-led businesses.
World is waking up to women's decision-making role in household finances, says advisor.
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.
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.
Kallsen most recently served as COO of Wealth Enhancement Group.
Jennifer Lehman highlights information that advisors can employ to amplify their impact on their clients.
