Gender issues

The actively managed vehicle will invest in about 100 companies.

Advisor Group unveiled the prize-winning speech on the topic — along with eight new recruits to its IBDs — at its annual W Forum.

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.

As chief research strategist and portfolio manager at AlphaSimplex, Kathryn Kaminski is involved in the oversight of $6 billion in investment products.

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

Since joining the firm more than a decade ago, Kristen Capuano says her team has grown five-fold and now "handles all of our performance reporting.”

Shoehorning them into certain categories can lead to bias and crimp firm growth.

The industry's success hinges on listening to female clients, says Shelley O’Connor, co-head of wealth management at Morgan Stanley.

The fast-growing firm positions the promotions as part of a cultural shift toward greater inclusion.

Nina O’Neal is set to launch the Female Advisor Network, joining a number of planners taking diversity matters into their own hands.

Increasing diversity on your team can engender a greater feeling of inclusion among your client base and broaden your pool of prospects.

In an unusually frank discussion, women executives from five major firms urged the industry to get involved in educating young people about wealth management.

The W Source expects to reach more than 40 chapters over the next three months, creating referral groups of hundreds of professionals.

Boundaries and blind spots: Two advisors have a no-holds-barred conversation about working with clients of different genders.