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.
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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 goes to the woman in a C-Suite role, in any facet of the wealth management industry, who has demonstrated exceptional leadership over the past 12 months, inspiring their organization to new levels of growth and success.
Nominees must be in a C-Suite role within an advisory network, broker-dealer, advisory firm, fund company, or service provider to advisors.
When judging this category, the following criteria will be considered:
Open to all US-based women and non-binary in the wealth department.
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:
The goal of financial literacy is to empower others with the knowledge, skills, and confidence to make informed financial decisions. This award will recognize a truly exceptional financial professional (in any facet of the industry) who has demonstrated leadership and commitment to bettering the lives of individuals and families by promoting financial literacy and actively working to educate members of their community.
Nominees should be involved in a financial literacy initiative (including but not limited to classroom training, workshops, mobile app) that engages their audience and inspires them to take positive action towards their own financial well-being. This individual commits their time, financial support, and/or resources to improving the lives of others through educating adults, seniors, or children. To be eligible, nominees must be active and involved in an initiative starting January 1, 2023 onwards.
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, 2021.
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.
This award recognizes the individual or team led by women whose outstanding contribution of time, leadership and financial support over a sustained period of time, beyond normal expectations, has made significant impacts in the receiving causes or communities.
When judging this category, the following criteria will be considered:
This award recognizes the most outstanding advisory team or office (including full-time equivalents, advisors and support staff) that has displayed excellence over the past 12 months.
Advisory teams or offices may nominate themselves and the IN team will also consider input from peers, partners, and clients.
When judging this category, the following criteria will be considered: