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InvestmentNews The Leading Information Source for Financial Advisers. Founded in 1998, we educate and inform with accurate and unbiased reporting. Owned and operated by London-based Bonhill Group plc.

Privacy policy: http://bit.ly/2XXMzDw InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through our weekly newspaper, website, newsletters, research, events, social med

Privacy policy: http://bit.ly/2XXMzDw InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through our weekly newspaper, website, newsletters, research, events, social med

*NEW EPISODE* Tune in to our latest episode of Impact Adventures now! https://bit.ly/Climate_WeekNYCDespite the enormity...
09/27/2021

*NEW EPISODE* Tune in to our latest episode of Impact Adventures now! https://bit.ly/Climate_WeekNYC

Despite the enormity and importance of the climate crisis facing humankind, the leaders of Climate Week NY showed a remarkable sense of hope and optimism. One other common thread among all the panels was that if the economic transition to net zero is not done in a just and equitable way, it will not be done at all.

Liz Skinner and Steve Lamb attend Climate Week NYC in person and also interview Dickon Pinner, the global head of sustainability for McKinsey & Company.

#INImpact #ImpactAdventures #INPodcasts

*NEW EPISODE* Tune in to our latest episode of Impact Adventures now! https://bit.ly/Climate_WeekNYC

Despite the enormity and importance of the climate crisis facing humankind, the leaders of Climate Week NY showed a remarkable sense of hope and optimism. One other common thread among all the panels was that if the economic transition to net zero is not done in a just and equitable way, it will not be done at all.

Liz Skinner and Steve Lamb attend Climate Week NYC in person and also interview Dickon Pinner, the global head of sustainability for McKinsey & Company.

#INImpact #ImpactAdventures #INPodcasts

*New Episode* Tune in to Episode 54 of #HerSuccessMatters now! https://bit.ly/3lVR3YsIn this episode, Christine Shaw sit...
09/23/2021
Recruiting & succession planning with Antonia Burchman - InvestmentNews

*New Episode* Tune in to Episode 54 of #HerSuccessMatters now! https://bit.ly/3lVR3Ys

In this episode, Christine Shaw sits down with Antonia Burchman, Director of Growth at Miracle Mile Advisors, an independent registered investment advisory firm that has been recognized as an InvestmentNews 2021 Icon and Innovator.

Antonia shares her specific strategies that firms can use to create female-focused recruiting and succession plans. With Antonia’s intentional recruiting and succession planning strategies, she has recruited over 80% of Miracle Mile’s employees and her strategies have been instrumental in Miracle Mile's growth.

#INPodcasts

Antonia shares her specific strategies that firms can use to create female-focused recruiting and succession plans. With Antonia’s intentional recruiting and succession planning strategies, she has recruited over 80% of Miracle Mile’s employees and her strategies have been instrumental in Miracl...

Is your firm a Best Place to Work? Registration is now open until October 1, 2021. Nominate your employer for our 2022 I...
09/20/2021

Is your firm a Best Place to Work? Registration is now open until October 1, 2021. Nominate your employer for our 2022 InvestmentNews Best Places to Work for Financial Advisers: https://lnkd.in/djsd2dft

#INBestPlaces #financialadvice #BestPlacestoWork #INBPtW

Is your firm a Best Place to Work? Registration is now open until October 1, 2021. Nominate your employer for our 2022 InvestmentNews Best Places to Work for Financial Advisers: https://lnkd.in/djsd2dft

#INBestPlaces #financialadvice #BestPlacestoWork #INBPtW

*NEW EPISODE* Tune in to Episode 53 of #HerSuccessMatters! https://www.investmentnews.com/podcasts/her-success-matters/i...
09/16/2021

*NEW EPISODE* Tune in to Episode 53 of #HerSuccessMatters! https://www.investmentnews.com/podcasts/her-success-matters/inspiring-women-aligning-values-with-dana-dauria

In this episode, Christine Shaw sits down with Dana D’Auria, Co-CIO of Envestnet, Inc, to discuss her passion for using her platform to drive better client experiences while enhancing ESG investing.

Through her work, Dana hopes to inspire women to build their wealth while aligning investments with their values and lifestyles.

Listen now!

#INPodcasts #ESG #Investing #WomenInFinance

*NEW EPISODE* Tune in to Episode 53 of #HerSuccessMatters! https://www.investmentnews.com/podcasts/her-success-matters/inspiring-women-aligning-values-with-dana-dauria

In this episode, Christine Shaw sits down with Dana D’Auria, Co-CIO of Envestnet, Inc, to discuss her passion for using her platform to drive better client experiences while enhancing ESG investing.

Through her work, Dana hopes to inspire women to build their wealth while aligning investments with their values and lifestyles.

Listen now!

#INPodcasts #ESG #Investing #WomenInFinance

#ICYMI... We started off Season 2 of #HerSuccessMatters with Rosie Rios, 43rd Treasurer of the U.S.Tune in now to hear m...
09/15/2021

#ICYMI... We started off Season 2 of #HerSuccessMatters with Rosie Rios, 43rd Treasurer of the U.S.

Tune in now to hear more about Rosie's accomplishments and why she believes that Her Success Matters! https://bit.ly/2Vub92O

#INPodcasts

#ICYMI... We started off Season 2 of #HerSuccessMatters with Rosie Rios, 43rd Treasurer of the U.S.

Tune in now to hear more about Rosie's accomplishments and why she believes that Her Success Matters! https://bit.ly/2Vub92O

#INPodcasts

New Impact Adventure Episode: How do we pay for the SDGs? Tune in now! https://bit.ly/SDG_partnerships… Hosts Liz Skinne...
09/13/2021

New Impact Adventure Episode: How do we pay for the SDGs? Tune in now! https://bit.ly/SDG_partnerships…

Hosts Liz Skinner & Steve Lamb discuss SDG #17 Partnerships for the goals with Esther Pan Sloane, United Nations Capital Development Fund (UNCDF)'s head of partnerships and policy.

#INPodcasts #SDGs #partnerships #development #INImpact

New Impact Adventure Episode: How do we pay for the SDGs? Tune in now! https://bit.ly/SDG_partnerships…

Hosts Liz Skinner & Steve Lamb discuss SDG #17 Partnerships for the goals with Esther Pan Sloane, United Nations Capital Development Fund (UNCDF)'s head of partnerships and policy.

#INPodcasts #SDGs #partnerships #development #INImpact

Is your firm a Best Place to Work? Registration is now open until October 1, 2021. Nominate your employer for our 2022 I...
09/13/2021

Is your firm a Best Place to Work? Registration is now open until October 1, 2021. Nominate your employer for our 2022 InvestmentNews Best Places to Work for Financial Advisers: https://lnkd.in/djsd2dft

#INBestPlaces #financialadvice #BestPlacestoWork #INBPtW

Is your firm a Best Place to Work? Registration is now open until October 1, 2021. Nominate your employer for our 2022 InvestmentNews Best Places to Work for Financial Advisers: https://lnkd.in/djsd2dft

#INBestPlaces #financialadvice #BestPlacestoWork #INBPtW

Join InvestmentNews’ 2021 Diversity, Equity & Inclusion Lifetime Achievement Award winner Shundrawn Thomas and Investmen...
09/13/2021

Join InvestmentNews’ 2021 Diversity, Equity & Inclusion Lifetime Achievement Award winner Shundrawn Thomas and InvestmentNews Chief Content Officer George Moriarty on Thursday, September 16th for a discussion around the evolution of diversity in the financial advice community. Register now: https://event.on24.com/wcc/r/3325764/73E664ACD9AEBA4B34E7392C08F9012C?partnerref=facebook

#INWebcasts #INDiversity

Join InvestmentNews’ 2021 Diversity, Equity & Inclusion Lifetime Achievement Award winner Shundrawn Thomas and InvestmentNews Chief Content Officer George Moriarty on Thursday, September 16th for a discussion around the evolution of diversity in the financial advice community. Register now: https://event.on24.com/wcc/r/3325764/73E664ACD9AEBA4B34E7392C08F9012C?partnerref=facebook

#INWebcasts #INDiversity

We’re thrilled to announce the launch of our brand-new website, www.HerSuccessMatters.com, an exclusive information reso...
09/13/2021

We’re thrilled to announce the launch of our brand-new website, www.HerSuccessMatters.com, an exclusive information resource and community that helps women build a pathway to having more successful careers and lifestyles.

Her Success Matters provides users and listeners with action-oriented content to inspire more women to take on leadership roles by empowering them with knowledge, encouragement, and a sense of community. Join today!

#HerSuccessMatters #WomenInFinance

We’re thrilled to announce the launch of our brand-new website, www.HerSuccessMatters.com, an exclusive information resource and community that helps women build a pathway to having more successful careers and lifestyles.

Her Success Matters provides users and listeners with action-oriented content to inspire more women to take on leadership roles by empowering them with knowledge, encouragement, and a sense of community. Join today!

#HerSuccessMatters #WomenInFinance

*NEW EPISODE & SEASON* Kicking off the new season of #HerSuccessMatters is Rosie Rios, the 43rd Treasurer of the United ...
09/10/2021

*NEW EPISODE & SEASON* Kicking off the new season of #HerSuccessMatters is Rosie Rios, the 43rd Treasurer of the United States. Tune in now! https://bit.ly/2Vub92O

In this episode, host Christine Shaw discusses with Rosie her historical role as U.S. Treasurer and her current initiatives as she continues to champion women in wealth and empower the next generation of leadership.

As Treasurer under the Obama Administration, Rosie oversaw all currency and coin production activities with almost 4,000 employees and an annual budget of $5 billion. She also initiated the efforts to place a portrait of a woman on U.S. currency and received the Hamilton Award – the U.S. Treasury’s highest honor. Her signature currently appears on a world-record $1.7 trillion of U.S. currency.

#INPodcasts

*NEW EPISODE & SEASON* Kicking off the new season of #HerSuccessMatters is Rosie Rios, the 43rd Treasurer of the United States. Tune in now! https://bit.ly/2Vub92O

In this episode, host Christine Shaw discusses with Rosie her historical role as U.S. Treasurer and her current initiatives as she continues to champion women in wealth and empower the next generation of leadership.

As Treasurer under the Obama Administration, Rosie oversaw all currency and coin production activities with almost 4,000 employees and an annual budget of $5 billion. She also initiated the efforts to place a portrait of a woman on U.S. currency and received the Hamilton Award – the U.S. Treasury’s highest honor. Her signature currently appears on a world-record $1.7 trillion of U.S. currency.

#INPodcasts

Congratulations to Marcus Rather, Financial adviser at Cetera Financial Group for being named a Rising Star in our 2021 ...
09/08/2021

Congratulations to Marcus Rather, Financial adviser at Cetera Financial Group for being named a Rising Star in our 2021 Excellence in Diversity, Equity, and Inclusion awards! Learn more about Marcus here: https://lnkd.in/gzdFsSD2

#INDiversity #diversityequityandinclusion

Congratulations to Marcus Rather, Financial adviser at Cetera Financial Group for being named a Rising Star in our 2021 Excellence in Diversity, Equity, and Inclusion awards! Learn more about Marcus here: https://lnkd.in/gzdFsSD2

#INDiversity #diversityequityandinclusion

Congratulations to Leo Tucker, Jr., Managing Partner at Northwestern Mutual – Washington, D.C. for being named a See It ...
09/07/2021

Congratulations to Leo Tucker, Jr., Managing Partner at Northwestern Mutual – Washington, D.C. for being named a See It Be It Role Model in our 2021 Excellence in Diversity, Equity, and Inclusion awards! Learn more about Leo here: https://lnkd.in/dCQg8C_N

#INDiversity #diversityequityandinclusion

Congratulations to Leo Tucker, Jr., Managing Partner at Northwestern Mutual – Washington, D.C. for being named a See It Be It Role Model in our 2021 Excellence in Diversity, Equity, and Inclusion awards! Learn more about Leo here: https://lnkd.in/dCQg8C_N

#INDiversity #diversityequityandinclusion

ICYMI...Our newest episode of #INTEchStack$ dropped this week, where hosts Sean Allocca and Nicole Casperson talk all th...
09/02/2021
Risk takes center stage - InvestmentNews

ICYMI...Our newest episode of #INTEchStack$ dropped this week, where hosts Sean Allocca and Nicole Casperson talk all things #risk! Listen now! https://www.investmentnews.com/podcasts/tech-stacks/risk-takes-center-stage

Ft. Aaron Klein of Riskalyze, Daniel Crosby, Ph.D. of Orion Advisor Tech and Jeff Schwantz of Morningstar.

#INPodcasts

The race to offer risk assessment to clients has taken center stage, thanks in no small part to the pandemic that created almost unprecedented market conditions. Dr. Daniel Crosby of Orion, Aaron Klein of Riskalyze, and Jeff Schwantz of Morningstar look at risk assessment from all angles in a discus...

New episode: Protecting forests and portfolios from deforestation risk. Tune in here: www.investmentnews.com/podcasts/im...
08/30/2021

New episode: Protecting forests and portfolios from deforestation risk. Tune in here: www.investmentnews.com/podcasts/impact-adventures/life-on-land

Pushing companies to do better for the environment through shareholder advocacy is leading to real results from heavyweights like JPMorgan Chase & Co. and Procter & Gamble. Annalisa Tarizzo joins the podcast to discuss her work and the critical connection between biodiversity and the health of our economy.

#ShareholderAdvocacy #SustainableInvesting #NoDeforestation #biodiversity #sustainable #ESG #podcast #impactadventures

New episode: Protecting forests and portfolios from deforestation risk. Tune in here: www.investmentnews.com/podcasts/impact-adventures/life-on-land

Pushing companies to do better for the environment through shareholder advocacy is leading to real results from heavyweights like JPMorgan Chase & Co. and Procter & Gamble. Annalisa Tarizzo joins the podcast to discuss her work and the critical connection between biodiversity and the health of our economy.

#ShareholderAdvocacy #SustainableInvesting #NoDeforestation #biodiversity #sustainable #ESG #podcast #impactadventures

Congratulations to Lanta Evans-Motte, MBA, RFC, RICP, Financial Advisor at Raymond James for being named a See It Be It ...
08/30/2021

Congratulations to Lanta Evans-Motte, MBA, RFC, RICP, Financial Advisor at Raymond James for being named a See It Be It Role Model in our 2021 Excellence in Diversity, Equity, and Inclusion awards! Learn more about Lanta here: https://lnkd.in/dEzutYDB

#INDiversity #diversityequityandinclusion

Congratulations to Lanta Evans-Motte, MBA, RFC, RICP, Financial Advisor at Raymond James for being named a See It Be It Role Model in our 2021 Excellence in Diversity, Equity, and Inclusion awards! Learn more about Lanta here: https://lnkd.in/dEzutYDB

#INDiversity #diversityequityandinclusion

On August 26, 1920, the passage of the 19th Amendment to the Constitution officially gave women the right to vote in sta...
08/26/2021

On August 26, 1920, the passage of the 19th Amendment to the Constitution officially gave women the right to vote in state and federal elections. #WomensEqualityDay is a time to acknowledge the hurdles faced by women and to honor those who have fought the uphill battle in order to propel women’s rights and recognition forward.

At InvestmentNews, we are proud to stand with our women colleagues, clients, friends, and family in the fight for equity and equality today and every day.

InvestmentNews has captured the trailblazing stories of many C-suite women in wealth management through its Her Success Matters podcast hosted by CEO Christine Shaw, which is set to relaunch in September. The second season of the podcast will feature a fresh lineup of speakers, kicking off with The Honorable Rosie Rios, 43rd Treasurer of the United States. Learn more: https://lnkd.in/da5S6kux

InvestmentNews has several upcoming initiatives focused on celebrating women, get involved today!
- Women to Watch Awards: https://lnkd.in/drrqrPjk
- Women Adviser Summit: https://lnkd.in/dpkwZG7D
- Women’s Adviser Community: https://lnkd.in/dyWN2MY

#DiversityEquityInclusion #INDiversity #EqualityCantWait #WomeninFinance #HerSuccessMatters #WomenAdviserSummit2021

On August 26, 1920, the passage of the 19th Amendment to the Constitution officially gave women the right to vote in state and federal elections. #WomensEqualityDay is a time to acknowledge the hurdles faced by women and to honor those who have fought the uphill battle in order to propel women’s rights and recognition forward.

At InvestmentNews, we are proud to stand with our women colleagues, clients, friends, and family in the fight for equity and equality today and every day.

InvestmentNews has captured the trailblazing stories of many C-suite women in wealth management through its Her Success Matters podcast hosted by CEO Christine Shaw, which is set to relaunch in September. The second season of the podcast will feature a fresh lineup of speakers, kicking off with The Honorable Rosie Rios, 43rd Treasurer of the United States. Learn more: https://lnkd.in/da5S6kux

InvestmentNews has several upcoming initiatives focused on celebrating women, get involved today!
- Women to Watch Awards: https://lnkd.in/drrqrPjk
- Women Adviser Summit: https://lnkd.in/dpkwZG7D
- Women’s Adviser Community: https://lnkd.in/dyWN2MY

#DiversityEquityInclusion #INDiversity #EqualityCantWait #WomeninFinance #HerSuccessMatters #WomenAdviserSummit2021

Congratulations to Juan Carlos Bastida, Financial advisor, Merrill Lynch for being named a Rising Star in our 2021 Excel...
08/24/2021

Congratulations to Juan Carlos Bastida, Financial advisor, Merrill Lynch for being named a Rising Star in our 2021 Excellence in Diversity, Equity, & Inclusion awards! Learn more: https://lnkd.in/dnwRQAj2

#INDiversity #diversityequityinclusion

Congratulations to Juan Carlos Bastida, Financial advisor, Merrill Lynch for being named a Rising Star in our 2021 Excellence in Diversity, Equity, & Inclusion awards! Learn more: https://lnkd.in/dnwRQAj2

#INDiversity #diversityequityinclusion

Congratulations to Joanna Jin, Global chief of staff, consumer and wealth management at Goldman Sachs for being named a ...
08/24/2021

Congratulations to Joanna Jin, Global chief of staff, consumer and wealth management at Goldman Sachs for being named a Rising Star in our 2021 Excellence in Diversity, Equity, and Inclusion awards! Learn more about Joanna here: https://lnkd.in/dy_38DDm

#INDiversity #diversityequityinclusion

Congratulations to Joanna Jin, Global chief of staff, consumer and wealth management at Goldman Sachs for being named a Rising Star in our 2021 Excellence in Diversity, Equity, and Inclusion awards! Learn more about Joanna here: https://lnkd.in/dy_38DDm

#INDiversity #diversityequityinclusion

Congratulations to Jason J. Howell, CFP®, CPWA®, CSRIC®, President, Family Wealth Adviser of Jason Howell Company for be...
08/20/2021

Congratulations to Jason J. Howell, CFP®, CPWA®, CSRIC®, President, Family Wealth Adviser of Jason Howell Company for being named a See It Be It Role Model in our 2021 Excellence in Diversity, Equity, and Inclusion awards! Learn more about Jason here: https://lnkd.in/daTjVeT7

#INDiversity #diversityequityinclusion

Congratulations to Jason J. Howell, CFP®, CPWA®, CSRIC®, President, Family Wealth Adviser of Jason Howell Company for being named a See It Be It Role Model in our 2021 Excellence in Diversity, Equity, and Inclusion awards! Learn more about Jason here: https://lnkd.in/daTjVeT7

#INDiversity #diversityequityinclusion

Congratulations to Gerard V. Tamparong CFA, CFP®, Managing Director of Miracle Mile Advisors for being named a See It Be...
08/18/2021

Congratulations to Gerard V. Tamparong CFA, CFP®, Managing Director of Miracle Mile Advisors for being named a See It Be It Role Model in our 2021 Excellence in Diversity, Equity, and Inclusion awards! Learn more about Gerard here: https://lnkd.in/g5ygS5xn

#INDiversity #diversityequityinclusion

Congratulations to Gerard V. Tamparong CFA, CFP®, Managing Director of Miracle Mile Advisors for being named a See It Be It Role Model in our 2021 Excellence in Diversity, Equity, and Inclusion awards! Learn more about Gerard here: https://lnkd.in/g5ygS5xn

#INDiversity #diversityequityinclusion

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