Celebrate best in class and recognize the women excelling in the wealth management industry at the annual InvestmentNews Women to Watch Summit & Awards.
Show your appreciation for the top-performing firms and professionals at the glitzy event, which takes place Tuesday, Nov. 7, at Tribeca 360 in New York City.
This year’s five-star Women to Watch features a new independent judging panel, exciting award categories for organizations and professionals alike, and a glamorous awards ceremony. The dress code is cocktail/business.
The night kicks off at 4.30 p.m. with opening remarks, followed by a sparkling reception and networking break. The dinner and awards ceremony gets under way at 6.30 p.m.
So what are you waiting for? Get a rundown of the full list of categories and nominate your peers today.
For more details, go to the event website, and if you have any questions, email us at [email protected].
Morgan Stanley sought to claw back recruiting bonus money from Darryl Cohen.
Referrals from centers of influence may open the door, but the real key to success for advisors comes from clarity about their ideal clients and where they want to show up.
Three advisor groups overseeing more than $700M in combined client assets head to new firms.
New research finds most Americans fear a US retirement crisis, while skepticism grows toward AI financial advice and crypto in retirement plans.
Getting a client into a fund has never been easier – but after that, the hardest part is yet to come.
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
