Mentoring

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.

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

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

The No. 1 IBD’s efforts display opportunity amid the shortcomings of an industry still lacking measurable data from some of its largest firms.

Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske.

The top advisor this year, James Hare from Pinnacle Bank and Raymond James, views himself as the Warren Buffett of Nashville.

Alexandria Partners’ CEO asks InVest Conference attendees how much they assume they are being clear.

Chelsea Emery, Moderator, Editor-in-Chief, Financial Planning, Augustine SC Hong, CEO and Co-Managing Partner, Alexandria Capital, Peter Phelan, Founder & CEO, ValuesCulture, Patrick Tucker, Founder, True Measure Advisors

As the first woman executive at Carson Group, Teri Shepherd made it a priority to increase the number of women advisors at the firm.

As FS Investments' chief U.S. economist, Lara Rhame mentors four women at the firm, meeting regularly to discuss their professional and personal goals.

Finding the talent for your practice might require you to step outside your comfort zone.

The stresses of the job practically demand that we have people to confide in when the going gets rough, Michael Kitces writes.

Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.

Like other broker-dealers, the firm is far from achieving a ratio of 50/50 men-and-women planners.

Veteran financial advisors need to play an active role in coaching the next generation. Are you an effective mentor?

Optimism that the #MeToo movement will have a positive influence is high among bankers who participated in a recent survey on sexual harassment. But there is also concern that it could lead to gender discrimination in hiring and mentoring.

Financial advisory practices need to take responsibility for setting a positive culture and stopping abuse.

Follow these directions to keep your professional goals on the right track, Kelli Cruz says.