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.
The Omaha-based RIA's second Hanover office deepens its US expansion as industry dealmaking hits a record clip in 2026.
The two alternative-investment platforms' new financing – coming from Blue Owl, Carlyle, Franklin Templeton and other big-name backers – signals deepening advisor demand for private-market access.
Eighty-five percent of firms now call AI their top compliance concern, up 28 points from 2025, new industry survey shows
RIA consolidation deals expand firms in Alabama, Maryland.
New research spanning seven decades links persistent low income to lower cognitive scores by midlife and faster brain atrophy in later life.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
