Leading With Empathy In the world of wealth management, Christine Byrne is not just a top advisor; she’s a trailblazer. The firm she founded, Back Cove Financial, oversees a robust $677 million in ...

Many of my female clients come to me feeling intimidated by investing. It's understandable—our industry is often filled with men geeking out on complex topics like Sharpe ratios and technical analysis ...

SHOOK Research creates rankings of role models—advisors that are leading the way in offering best practices and providing a ...

Two financial leaders weigh in on why women may shrink back from investment and planning discussions and what advisors can do ...

In honor of Women’s History Month, Dynasty Financial Partners is proud to continue its Dynasty Women’s Network ("DWN") Trailblazer Series, celebrating the women of Dynasty and its Network of firms. By ...

For 2025 lists, SHOOK evaluated over 48,000 nominations from female advisors with a minimum of seven years of experience on best practices, level of service, assets under management, compliance ...

She is in the top 10 of the Investopedia 100 Top Financial Advisors for 2023. Milan_Jovic/Getty Inages Many of my female clients come to me feeling intimidated by investing. It's understandable ...