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.
Meanwhile, Raymond James snags Edward Jones advisor in Arizona.
New Morgan Stanley research shows retirement planning is a key area where advice is required.
ASA reacts as regulator drops no-deny policy, freeing firms and individuals to publicly dispute allegations after reaching settlements.
Joel Frank allegedly sold more than $39 million worth of investments in the Equilus Funds to more than 90 investors.
The Charity Parity Act would eliminate a costly IRA rollover requirement that blocks direct charitable transfers from workplace retirement plans.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
