Special Program Root Tag

Women must remain curious, have courage and bring confidence to the workplace in order to find and ensure success, says Maureen Leary-Jago, senior global advisor at MFS Investment Management.

As president of Chicago-based Ariel Investments, Mellody Hobson has dedicated herself to acting as an advocate of financial literacy and investor education.

Experts cite challenges in building and prosecuting cases involving elder financial abuse, suggesting advisors need policies and procedures to spot and report issues as they arise.

Carla Harris's message to women hoping to rise up in their fields: be true to who you are. Another: "If you consider yourself a leader in the 21st century you must be comfortable taking risk."

Mary Erodes has helped J.P. Morgan - with $230 billion in fund assets, excluding money market funds - to stand out in its ability to bring in assets, particularly to equity funds at times when other firms saw outflows.

Helping other professional women learn how to network and connect is a personal mission of Marie E. Dzanis, the senior vice president, head of funds and intermediary distribution at Northern Trust Asset Management.

The SEC is set to propose a requirement that mutual fund companies report how vulnerable their bond portfolios are to interest-rate changes.

Some of Kelley's biggest contributions have focused on clarifying fiduciary issues related to money markets, as she's been a vocal proponent of ensuring that money market funds remain investment options for institutional and retail investors.

The president and CEO of Charles Schwab Investment Management, Marie Chandoha has focused on lowering costs of funds, helping Schwab reduce the operating expense ratios on its market-cap ETFs by 0.07%.

Blake oversees a team of 60 portfolio managers globally, and more than 1,800 portfolios with assets in excess of $1.5 trillion across all equity index and advanced beta strategies.

Signs of potential cognitive decline among elderly clients warrant immediate and concrete action from advisors.

Signs of potential cognitive decline among elderly clients warrant immediate and concrete action from advisors.

This list identifies 15 women influencing the broader fund provider industry and making a substantial impact on their organizations. All stand out for their unique leadership positions and for their propensity to help others rise in the field.

There's more ways for the mutual fund industry to cut costs, says Bill McNabb, chief executive officer and chairman of Vanguard.

"Clients balk at giving even a close relative a POA that is immediately effective, (but) really, if you are going to trust someone with your finances when you’re incapacitated, you should be able to trust them when you know what’s going on."

Investigating potential elder abuse can be tricky, particularly when dealing with a long-time client who might be suffering from cognitive impairment.

Virginie Maisonneuve, chief investment officer for global equities at Pimco, will be leaving after helping shutter three active stock strategies at the firm.

Values-based investing has gained traction in the fund industry. One fund provider brings a faith-based layer to that approach, and has found market and peer success doing so.

With supply at multi-decade lows, investors are signaling alarm as regulations intended to shore up banks and prevent a run on money-market funds exacerbate the T-bill shortfall.

State securities officials are drafting a model rule that would provide advisors cover if they delayed a transaction when they suspected the client was the victim of exploitation.