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‘Nominate women who are leading well and impacting lives’
The deadline for the Women to Watch Awards is closing in. Nominate quickly!
‘Women are built for this business’
July 12 is the deadline to nominate for the 2024 Women to Watch Awards.
Wealth Enhancement Group snaps up $219M East Coast RIA
With locations in New Jersey and Florida, the fee-only firm takes a science-backed approach to create personalized portfolios for clients.
Nominations now open for Women to Watch Awards
Nominations for the awards close July 12.
RWA Wealth Partners names Michelle Knight CEO
Amid other C-suite promotions, the $15B firm’s new chief exec makes it one of the largest woman-led RIAs in the US.
Women advisors should ‘believe they belong and recognize that’
Speakers at the InvestmentNews Women Advisor Summit delve into how to grow books of business in 2024.
Hiring the right person for the job
Tarah Williams, of Prospera Financial Services, will put forward the virtues of an effective mentorship program at this week's InvestmentNews Women Advisor Summit.
Veteran leader Desiree Sii departs Osaic
'Does Osaic really need these redundancies in management,' asked one industry executive.
How to champion women in wealth-building conversations
Speaker at upcoming InvestmentNews Women Advisor Summit says industry has been poor at speaking to the needs of women clients.
Intuition at the heart of understanding what makes clients tick
How positive prosperity reaped rewards for speaker at InvestmentNews’ upcoming Women Advisor Summit.
Women are struggling with health and wealth woes
Second-year poll of adult women shows financial and health-related concerns, with bipartisan support for federal policy solutions.
Women’s retirement outlook improving but headwinds persist: GSAM
Advisors need to personalize approach beyond saving more, earlier, and investing.
Raymond James adds advisor from Wells Fargo
South Florida-based advisor had been overseeing $105 million in client assets at Wells.
Changing the narrative for women in wealth
‘Wealth-building is the final frontier of feminism,’ says Hilary Hendershott of Hendershott Wealth Management
Keeping families together
The psychological aspect of wealth transfer is just as important as the financial aspect, if not more so, advisor says.
‘It’s about advice beyond investing’
UBS market executive Julie Fox explains how she provides her advisors with everything they need to build their practice and serve their wealthy clients
A firm designed for the digital age
Virtual meetings have personalized relationships with clients, says Rianka Dorsainvil, co-founder of 2050 Wealth Partners.
Women and CPAs are in focus at RIA Choreo
"It's smart to align with a proven center of influence, CPAs," an industry consultant says.
What separates men and women when it comes to household finances?
Survey finds that women report feeling the most knowledgeable when it comes to paying bills, maintaining good credit, and saving for emergencies.
Raymond James extends Florida reach with $750M advisor
The IBD adds veteran woman advisor with 23 years of industry experience from Charles Schwab.
