Celebrate best in class and recognize the women excelling in the wealth management industry at the annual InvestmentNews Women to Watch Summit & Awards.
Show your appreciation for the top-performing firms and professionals at the glitzy event, which takes place Tuesday, Nov. 7, at Tribeca 360 in New York City.
This year’s five-star Women to Watch features a new independent judging panel, exciting award categories for organizations and professionals alike, and a glamorous awards ceremony. The dress code is cocktail/business.
The night kicks off at 4.30 p.m. with opening remarks, followed by a sparkling reception and networking break. The dinner and awards ceremony gets under way at 6.30 p.m.
So what are you waiting for? Get a rundown of the full list of categories and nominate your peers today.
For more details, go to the event website, and if you have any questions, email us at [email protected].
Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B
“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.
The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO
For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.
Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.