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 new regional leader brings nearly 25 years of experience as the firm seeks to tap a complex and evolving market.
The latest updates to its recordkeeping platform, including a solution originally developed for one large 20,000-advisor client, take aim at the small to medium-sized business space.
David Lau, founder and CEO of DPL Financial Partners, explains how the RIA boom and product innovation has fueled a slow-burn growth story in annuities.
Crypto investor argues the federal agency's probe, upheld by a federal appeals court, would "strip millions of Americans of meaningful privacy protections."
Meanwhile in Chicago, the wirehouse also lost another $454 million team as a group of defectors moved to Wells Fargo.
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.
