Celebrate best in class and recognize the women excelling in the wealth management industry at the annual InvestmentNews Women to Watch Summit & Awards.
Show your appreciation for the top-performing firms and professionals at the glitzy event, which takes place Tuesday, Nov. 7, at Tribeca 360 in New York City.
This year’s five-star Women to Watch features a new independent judging panel, exciting award categories for organizations and professionals alike, and a glamorous awards ceremony. The dress code is cocktail/business.
The night kicks off at 4.30 p.m. with opening remarks, followed by a sparkling reception and networking break. The dinner and awards ceremony gets under way at 6.30 p.m.
So what are you waiting for? Get a rundown of the full list of categories and nominate your peers today.
For more details, go to the event website, and if you have any questions, email us at [email protected].
The leadership changes coming in June, which also include wealth management and digital unit heads, come as the firm pushes to offer more comprehensive services.
Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."
As the next generation of investors take their turn, advisors have to strike a fine balance between embracing new technology and building human connections.
IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.
Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
