Do you know a woman who is an inspirational, powerful leader in wealth management? Nominate your colleagues. The 50 Top Women in Wealth honors the women who have the most influence on wealth management today, profiling a selection of them in multiple media on AdvisorOne.com and in print in Investment Advisor and Research magazines.
Criteria for 50 Most Influential Women
We want to celebrate the women who epitomize the profession of wealth management. This is not about the size of an investment advisor’s AUM or a broker’s “book” of business or the top person in terms of sales. This is about integrity, longevity, knowledge, community, energy, enthusiasm, entrepreneurship and encouragement.
The 50 we are searching for are women who are their clients’ advocate, their colleagues’ mentor, who contribute to the common good, have a practice; they may or may not run a firm. They can be from the RIA, BD, family office, private banking or money management worlds. We want the leaders, forward thinkers, those who inspire by their excellence. We want a diverse mix of women from across the spectrum of influence on wealth management, from practitioners to attorneys in the sphere to money managers, executives of firms and regulators or legislators.