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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.
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.
Women to Watch 2023 winners announced
InvestmentNews honored the best in class at a ceremony in New York City.
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.
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.
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.
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.
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.
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.
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.
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.
Alexandra Lebenthal joins Rockefeller
Third-generation Wall Streeter will continue focus on women-led businesses.
‘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.
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.
‘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.
Duran’s Rise Growth hires Terri Kallsen as managing partner
Kallsen most recently served as COO of Wealth Enhancement Group.
Philanthropy resources for advisors
Jennifer Lehman highlights information that advisors can employ to amplify their impact on their clients.
Women advisors are succeeding through authenticity
Being authentic can deliver trust, growth and success for an advisory firm.
Boomer women are leading when it comes to wealth
Haleh Moddasser shares her experiences as a boomer woman ahead of the Women Advisor Summit.
Making a business out of succession planning
Former RIA owner is on a mission to help make financial services less male, white and straight.
