The wealth management sector is undergoing a significant transformation, as diversity moves from a buzzword to a strategic necessity. Driven by peer support and mentorship, more and more firms taking meaningful strides to embrace the power of inclusivity in their teams. Which is why Investment News is particularly excited to bring back the Women Advisor Summit NY on November the 6th.
This in-person event, hosted at Tribeca 360 in New York, will feature industry giants like Merit Financial Advisors, American College of Financial Services, Charles Schwab and Merrill Lynch - providing a unique platform for professionals to connect, innovate, and tackle the critical issues facing women in the sector.
One such session, hosted by Sunaina Mehraof Francis Financial, and Alexandria Nadworny of Sequoia, Harnessing AI in Wealth Management: Balancing Technology with the Human Touch, is a deep dive into how to merge AI with people practice. This talk is touch upon;
The summit is a unique platform where women advisors and their allies can connect, share experiences, and explore the latest industry trends. So get ready to enjoy a day of community, connection and professional development.
Tickets are available now—secure here yours today.
The leadership changes coming in June, which also include wealth management and digital unit heads, come as the firm pushes to offer more comprehensive services.
Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."
As the next generation of investors take their turn, advisors have to strike a fine balance between embracing new technology and building human connections.
IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.
Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
