Demographics

Advisors who aren’t putting in the work to attract the next generation are taking a risk.

Lisa Dolly will give way to COO Jim Crowley later this year, parent firm BNY Mellon says.

The value advisors provide has not been historically aligned with the price clients pay. That’s changing, says the Facet Wealth CEO.

Fledgling advisors can jumpstart their careers by unlocking the secrets of their individual "ways-of-being" through writing reflections with a mentor.

It’s not hard to envision Gen X advisors finally achieving things that many of us hoped would happen a decade or more ago.

When a tweet drew backlash from customers and politicians on Monday, it brought into question how banks should couch their messages on social media.

As Columbia Threadneedle’s head of North America marketing, Leslie Walstrom is focused on elevating the division beyond the traditional sales support.

As she advanced in her career, Franklin Templeton's Dina Ting had many mentors who helped her navigate challenges.

The first of her family to work in financial services, Dina Santoro leads the strategic product and marketing agenda for Voya Investment Management.

Since joining Mackay Shields as an investment management assistant 46 years ago, Lucille Protas is now president, executive managing director and COO.

Since making the decision to join Jeffrey Gundlach at DoubleLine, Luz Padilla now oversees a 16-person team with nearly $9 billion in AUM.

Since starting her career at Vanguard more than a decade ago, Denise Krisko has launched her own sub-advisory business that manages $4.5 billion.

As director of AllianceBernstein’s emerging markets debt strategies, Shamaila Khan oversees the management of the platform’s portfolios.

Amid all available career paths, “I think [asset management] just found me," said Julie Genjac, managing director of strategic markets at Hartford Funds.

The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais.

These 10 leaders have a lot to say about how women have advanced in the industry over the years.

When financial emergencies compel early withdrawals from clients' retirement accounts, they face income tax and often an additional 10% penalty.

This year’s winners — including co-founders, managing directors and presidents — have a lot to say about how women have advanced in the industry.

C. Allen Parker was interrupted more than a dozen times as he tried to deliver opening remarks at the bank's its annual meeting.

Shelley O’Connor, who co-led the unit with Andy Saperstein, will now oversee two bank entities.