The wealth management industry is in a constant state of flux - the macro environment, client demands, and technology are constantly challenging financial advisors to adapt. Women leading their firms and their clients must maintain focus to meet these myriad challenges. The Women Advisor Summit 2025, on October 21, is an essential experience to equip women to thrive, grow their practice, and lead with purpose.
On October 21, be a part of the dynamic community of advisors and allies for a day of connection, inspiration, and actionable insight. From navigating market change to building a sustainable business, you'll gain practical tools and fresh strategies through engaging panels, hands-on workshops, and meaningful conversations designed to fuel your growth.
Attend key sessions:
Learn from some of the most influential women in leadership within the wealth management industry (more to be added soon):
The day concludes with the Women to Watch Awards - recognizing the trailblazing women who are reshaping the future of the wealth management industry.
Don't miss out on the opportunity to join us on October 21. Register now.
Faulty Forms 1099 and account statements reportedly left some Vanguard brokerage customers overpaying or underpaying taxes for over a decade.
The democratization of ETFs cuts both ways
Independent broker-dealers snap up experienced advisors as competition for established practices intensifies.
Derek Flowers, a nearly 30-year veteran, is set to retire in mid-January, handing the reins to the executive who helped lead the bank's regulatory turnaround.
The campaign spans broadcast TV and streaming, as the brokerage faces slowing client net flows and an $8.1 billion advisor team that left to launch an RIA this month.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
