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.
With a fifth of RIA firms using AI to create marketing content, one leading voice argues a clear identity and focusing on clients will be crucial to success.
LPL Financial is a bellwether for the broader financial advice marketplace.
The San Francisco-based startup's Series A funding, with support from Schwab and Edward Jones Ventures, will reinforce its role in the coming $124 trillion wealth transfer.
The quartet of deals across New York, Florida, Ohio, and New Mexico reinforces the fast-growing integrator's leading position in the independent space.
UBS and Wells Fargo have made their own additions in the Northeast, including a Massachusetts duo defecting from Commonwealth.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
