InvestmentNews’ 2018 Women Adviser Summit – Chicago
About 200 advisers learned new business development strategies, and cyber security measures, along with sharing thoughts on boosting diversity in the advice business at the first of four Women Adviser Summits in 2018.
The drastic evolution of cybercrime
The main threat of cybercrime for an adviser used to be the theft of funds from a clients account. Now it's worse as hackers are going after the personal data of clients says Michelle Thetford of Charles Schwab.
Diversifying your firm is more than a moral obligation, it’s a business imperative.
TD Ameritrade's Kate Healy explains how the shifting demographics of the United States dictate the need for firms to hire people of all races and nationalities.
Diversity trends; is there improvement?
Yonhee Gordon thinks so, but explains what else can be done to keep improving.
The value you bring to your business.
What value do you bring to your practice? Finka Jerkovic explains how this often overlooked detail can have a huge impact on your success, and ways to improve.
