Susan Kay will again be a featured speaker at the first InvestmentNews Women Adviser Summit this year, although her exceptionally actionable advice in 2020 will have a distinct focus on how to reach out to the next generation and connect.
After identifying generational reach as one of the greatest risks to an adviser’s business, Ms. Kay, director of business development at MFS Fund Distributors, interviewed some of the most successful advisers in the U.S. about how they retain assets when clients age or pass away.
At the Women Adviser Summit in Huntington Beach, Calif. on March 18, Ms. Kay will share the proven approaches that these advisers have used to create generational reach.
Young women in financial advice who are still looking for special mentors and partners to help gain the confidence and knowledge needed to grow should consider joining the InvestmentNews Emerging Leaders program, that is part of our Women Adviser Summit series. As an Emerging Leader, you’ll be included in specialized networking events, and be introduced to seasoned mentors. You also can use code EMLEADER for a special Emerging Leader discount.
Register here for the 2020 one-day conferences in Huntington Beach, Calif., Chicago, Boston, Denver, San Francisco, or New York, and learn more about the Women Adviser Summits from this video.
By listening for what truly matters and where clients want to make a difference, advisors can avoid politics and help build more personal strategies.
JPMorgan and RBC have also welcomed ex-UBS advisors in Texas, while Steward Partners and SpirePoint make new additions in the Sun Belt.
Counsel representing Lisa Cook argued the president's pattern of publicly blasting the Fed calls the foundation for her firing into question.
The two firms violated the Advisers Act and Reg BI by making misleading statements and failing to disclose conflicts to retail and retirement plan investors, according to the regulator.
Elsewhere, two breakaway teams from Morgan Stanley and Merrill unite to form a $2 billion RIA, while a Texas-based independent merges with a Bay Area advisory practice.
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.
