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.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
