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InvestmentNews virtual women adviser conference

The InvestmentNews Women Adviser Summit is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level. Reserve your virtual seat.

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Her Success Matters: Renée Pastor, Founder & Wealth Manager, The Pastor Financial Group

Renée shares her personal story about how she made a name for herself in the financial services industry, and explains why she is so passionate about what she does.

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ML&R Wealth Management

ML&R Wealth Management placed No. 1 among small advisory firms in this year’s Best Places to Work for Financial Advisers.

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IN Podcast: Getting serious about cannabis investing and RIA roll-ups

Nathan Parkins of MoLei Financial and Fincap Advisors joins Jeff and Bruce to discuss the differences between marijuana, hemp and CBD, how to invest and the outlook for the industry.

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Her Success Matters: Christine Gagnon, CFO, African Asset Finance Co.

Christine Gagnon talks about the importance of bringing diverse and multicultural teams to underserved markets.

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The tech pipeline

Mark Casady, co-founder of Vestigo Ventures, provides a venture capitalist's view on what's coming in fintech.

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tech STACK$: Social Media: It’s not just for influencers

TikTok influencer Humphrey Yang, Twitter-savvy adviser Doug Boneparth and Instagram savant Jacqueline Schadeck discuss how social media can lead to exponential business growth.

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March 18 InvestmentNews virtual women adviser conference

Reserve your virtual seat to learn how to deepen client relationships, enhance your business and build your brand.

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Her Success Matters: Hilary Fiorella, Executive Director, The American College Center for Women in Financial Services

Fiorella, executive director of the center, shares her experience in the industry and highlights the importance of education for women about finance.

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IN Podcast: ‘ESG investing is just investing.’ Erika Karp’s straight talk on ESG

‘There is no such thing as ESG investing ... it’s an analytical tool,’ says Erika Karp, chief impact officer at Pathstone, who adds that not utilizing it will hurt your investing in the long run.

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Her Success Matters: Nadine Chakar, State Street

Nadine Chakar, executive vice president and head of global markets at State Street, outlines her mission to build a more inclusive future for all women, while sharing her personal story of success.

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IN Podcast: 40 years in the making: The final SEC rule on adviser marketing

Kurt Wolfe, securities attorney with Troutman Pepper, discusses the SEC's updated rules on adviser marketing.

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IN Podcast: RPA Special Edition Part 2 – Introducing the Chief Governance Officer role

Fred Barstein talks with Mark Cover from MassMutual and John Carl from the Retirement Learning Center about their idea for a Chief Governance Officer role.

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Her Success Matters: Deirdre Van Nest, international keynoter and trainer

Van Nest, who helps advisers use their communication skills and personal stories to engage with their clients, shares how she got her start in the industry and what drew her to work with advisers.

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Her Success Matters: Renée Pastor, Founder and Wealth Manager, Pastor Financial Group

Pastor talks about how she made a name for herself in the financial services industry and explains why she is so passionate about what she does.

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Scott Hanson, Allworth Financial

As he works to make Allworth a national RIA, Hanson said the key to the firm’s success is its focus on process to deliver a consistent client experience.

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The benefits of equal-weight index funds; Financial Gym puts new spin on financial planning

Michael Willis, CEO of Index Funds, explains the difference between equal-weight and a cap-weighted indexes, and why it matters. Shannon McLay, founder of Financial Gym, talks about her disruptive startup looking to change the way financial planning is done.

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Strategic Financial Services

Strategic Financial Services placed No. 1 among midsize advisory firms in this year’s Best Places to Work for Financial Advisers.

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Bridgeworth Wealth Management

In this year's Best Places to Work for Financial Advisers, Bridgeworth ranked No. 1 among large advisory firms.

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Berta Aldrich, managing director, Private Advisor Group

Aldrich shares her findings from her book about how diverse, inclusive and equal workplaces are built, expanding upon her own personal experience.