Displaying 10 results
How to champion women in wealth-building conversations
Speaker at upcoming InvestmentNews Women Advisor Summit says industry has been poor at speaking to the needs of women clients.
Strategies for continuing to diversify the wealth management industry
Panelists at the Women Adviser Summit in New York City say firms need to rethink how they look for new talent if they're serious about increasing diversity in the industry.
Want your RIA to grow? Put people first
When advisers are looking for growth, they should embrace those 'touchy-feely' conversations some may not value, say panelists at the Women Adviser Summit.
Women advisers stress importance of building relationships with clients
'Ask a lot of open-ended questions,' one adviser said at the IN Women Adviser Summit in Naples, Fla. 'Let them tell you how they feel.' Another encouraged exploring clients' 'transitions, milestones, peaks and pits.'
‘Be prepared for a new way of thinking’: MIT’s Coughlin
Joseph Coughlin spoke Wednesday as part of a presentation on longevity planning at the InvestmentNews Women Adviser Summit.
What it takes to get more women working in financial services
Women Adviser Summit panelists say flexible work environments and instilling a sense of belonging are key.
Buckingham’s Hartman on pros and cons of remote work
The president of the $16 billion RIA told attendees at the InvestmentNews Women Adviser Summit that that it's too early to guess when things will get back to normal.
How the pandemic highlights diversity challenges in financial services
Speakers at Women in Asset Management summit say diversity and inclusion efforts can begin anywhere.
InvestmentNews wins award for Women Adviser Summit
The conference, which included five events held over seven months, was deemed the best virtual event series in 2020 by StreamGo.
Why women advisers have an edge with new investors
Trends and technology poised to give female advisers a competitive advantage, presented at the InvestmentNews Women Adviser Summit
