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.
To help fund the proposal, the governor and Florida's finance chief are probing municipal finances on a "local government accountability tour" to uncover potential waste.
Edward Jones’ job cuts and overall realignment internally are contributing to higher costs for the company, it said in its recent quarterly report.
Meanwhile, Fifth Third's RIA arm adds a former billion-dollar BNY trio in Boulder, Colorado, while a hybrid RIA opens a new North Carolina location with a former Raymond James-affiliated team.
Analysis highlights swelling out-of-pocket costs and wasted time on paperwork, with an outsized toll on businesses and around crypto transactions.
The appointment to its investment management arm comes roughly a year after the firm first announced plans to launch its own exchange-traded fund platform.
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.
