Rothschild spent 26 years at Morningstar, where her final position was chief product officer
The pair now head to the Senate floor for a confirmation vote
More than 300 attendees tune into InvestmentNews' virtual Women Adviser Summit
Unprecedented asset shift to women expected within the decade
Nominations close Sept. 7 for the sixth annual Women to Watch recognition program
The veteran advisers, natives of Venezuela, are based in Miami
More top-level departures are expected as the $26 billion megamerger draws nearer
Recruiting powerhouse Mindy Diamond and InvestmentNews CEO Christine Shaw talk about how female CEOs can empower the next generation of women advisers to step into leadership roles
When dissatisfied clients look for a new financial adviser, will they find you?
The advisers are the first breakaway team Sanctuary has picked up from the wirehouse this year
Beth Lawlor was named president of the bank’s private wealth management business
Nearly a third of women said they had primary responsibility for household saving and investing decisions, but only 5% of men agreed
Advisers can help clients push companies to deliver on ESG criteria
Already facing greater retirement-security challenges, women said the crisis has put them farther behind, according to a recent survey
Nicole Pullen Ross, who most recently headed the firm's Mid-Atlantic region, becomes one of its highest-profile black female executives
Meet a special mentor-mentee pair from Edelman Financial Engines
Several of the actively traded fixed-income funds Gemma Wright-Casparius runs have beaten most of their peers so far this year
Shannon Eusey, CEO of the largest women-led RIA, said the new era of remote work will open doors
These independent broker-dealers have the highest percentages of female producing reps
The aging of baby boomers increases the urgency around LTC planning
