Women Advisor Summit NY: Secure your tickets now

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;

•  AI - streamline operations, enhance data analysis, and improve client experiences
• Irreplaceable value of human relationships in wealth management and how AI can support rather than replace these interactions
• insights from leading financial firms on the successful integration of AI  
• Evolving role of AI in financial advisory and preparing for future advancements in the industry  

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.