Leading women in the financial advisory profession came together in New York City last night to honor and celebrate achievement and resilience.
The morning after election night, panelists at the InvestmentNews 2024 Women Advisors Summit talk about cooling emotions and staying steady for clients.
Mercer Advisors strives to be the organization of choice for female clients and employees.
Extra stress of being a minority, compounded by the “old boys’ club”, still hinders women advisors, says Women Advisor Summit speaker.
This year's awards will honor 54 movers and shakers across 11 categories.
The female-led wealth firm is snapping up two advisory teams in California and South Carolina boasting a collective $600M in client assets.
The fifth annual awards night on November 6 will celebrate the best and brightest women in the financial services industry. Did you make the list?
Join leaders from Merit Financial Advisors, American College of Financial Services, Charles Schwab and many more.
Data from more than 7,800 women show ongoing insecurities in handling investments, but lack of representation holds many back from working with advisors
Why is this firm losing senior female executives, questions industry source.
Four-time Olympian-turned financial planner Lauryn Williams says professional athletes often take on significant debt with few income opportunities.
The deadline for the Women to Watch Awards is closing in. Nominate quickly!
July 12 is the deadline to nominate for the 2024 Women to Watch Awards.
With locations in New Jersey and Florida, the fee-only firm takes a science-backed approach to create personalized portfolios for clients.
Nominations for the awards close July 12.
Amid other C-suite promotions, the $15B firm’s new chief exec makes it one of the largest woman-led RIAs in the US.
Speakers at the InvestmentNews Women Advisor Summit delve into how to grow books of business in 2024.
Tarah Williams, of Prospera Financial Services, will put forward the virtues of an effective mentorship program at this week's InvestmentNews Women Advisor Summit.
'Does Osaic really need these redundancies in management,' asked one industry executive.
Speaker at upcoming InvestmentNews Women Advisor Summit says industry has been poor at speaking to the needs of women clients.
