Open to individuals of all identities who have supported and empowered women to fulfil their potential and achieve excellence within the workplace. Nominees must be able to demonstrate their impact over the past 12 months and be based in the US.
Spread the word! Share the 2023 Lexpert Rising Stars Awards with your colleagues and industry peers.
Successfully copied the link for sharing
Open to individuals of all identities who have supported and empowered women to fulfil their potential and achieve excellence within the workplace. Nominees must be able to demonstrate their impact over the past 12 months and be based in the US.
This award recognizes the outstanding female trailblazer in the wealth management and financial planning and is open to anyone in the industry whose astounding personal and professional achievements have earned them a place among the industry’s best.
Self nominations are welcomed.
When judging this category, the following criteria will be considered:
This award recognizes and celebrates a female leader with a minimum of 15 years’ experience who has contributed greatly to the advancement of the wealth management and financial planning industry in the US.
This individual will have exhibited leadership and provided inspiration to others, whilst putting the interests of the industry at the top of their priorities throughout their career.
This award is eligible to female senior leaders; firm founders; innovator/inventors; and highly influential thought leaders whose perspective and advocacy has had a transformational effect.
There is no shortlist of excellence awardees for this category. Nominations will be evaluated by the InvestmentNews team and the selected recipient of this award will be contacted 3-4 weeks before the awards event and will be announced at the awards ceremony.
This award recognizes the most outstanding female portfolio manager, based in the US, who has displayed excellence over the past 12 months.
Eligible nominees are portfolio/discretionary managers (in the advisor channel or the private discretionary division), who are working directly with investor clients / families.
Self nominations are welcomed.
When judging this category, the following criteria will be considered:
This award recognizes the outstanding female advisor who has displayed excellence in their first three years as an advisor.
To be eligible, nominees must have been accredited as an advisor on or after January 1, 2020.
Self nominations are welcomed.
When judging this category, the following criteria will be considered:
This award recognizes an organization’s commitment to building a workplace that recognizes excellence and supports career growth for all and can be called an employer of choice within the wealth management and financial planning industry.
Nominations by employees, partners, peers, and clients are welcome.
When judging this category, the following criteria will be considered:
Open to investment companies in the US who are leading the way in terms of improving gender diversity & inclusion at firm and industry level. Companies will have to demonstrate how they are championing gender diversity & inclusion across their business, driving change, as well as their influence and impact over the past 12 months in particular. Nominees must be headquartered in the US.
As the industry’s leading custodian for independent registered investment advisors (RIAs), Schwab Advisor Services is dedicated to helping advisors achieve their business goals. For over 30 years we have supported firms of all types and sizes and earned the trust of over 13,000 advisors.
Schwab Advisor Services serves independent investment advisors and includes the custody, trading, and support services of Schwab.
Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, recognizes the strength in its community of women advisors and is committed to creating a space where all feel supported, valued, and empowered, as well as providing the tools to elevate their success. Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.
At The American College Center for Women in Financial Services, we pride ourselves on having excellent research that not only provides great insights into the industry, but with that research, we advance, promote and empower women to excel in the industry. Women working in financial services face unique challenges – challenges easier to overcome with support from other women. Welcome to a safe space built exclusively by women for women working in wealth.
We invite you to get to know your “neighbors” and develop meaningful connections with other women across the industry. Our online community is a private forum inaccessible to the public and protected behind a firewall, so you can feel free to come as you are. Ask questions, share experiences, and impart your wisdom – together, we can inspire, mentor, uncover solutions, and identify opportunities for gender parity in financial services.