Honoring the 2020 and 2019 InvestmentNews Women to Watch for their achievements and dedication to improving the financial advice profession.
Avan recently became SVP and head of global women's and under-represented talent strategy, global human resources for Bank of America.
More than 100 individuals were named on the short list for awards in 16 categories; the winners will be announced on Sept. 9.
Most advisers still charge AUM-based fees, but that's not likely to be the case in 10 years, according to Bob Veres. Some advisers are now experimenting with alternative fee models.
Business development expert Robyn Crane believes financial advisers need to be taking advantage of this unique time.
Matt Patsky runs Trillium and its biggest fund with an eye on delivering for investors, while also fostering a belief in his responsiblity to make the world a better place.
Michelle Dunstan runs an unusual fund within AllianceBernstein’s ESG investment platform. She explains how it complements the asset manager’s other funds.
In setting the firm's SRI strategy, Mike Hunstad offers invetors risk control that he said competitors often ignore.
Money managers and institutional investors increasingly consider ESG factors to help identify responsible, well-managed companies
Advisers need to catch up to Amazon in terms of customer journey, says Pershing's Christina Townsend
