Karl Thunemann

Thanks for the well written article. In our experience, independent advisers love to be inspired by unique ideas and perspectives. We have built our own conference on that very premise. When building the agenda for the MarketCounsel Summit each year, we ask ourselves both what do advisers want to hear and what do we think they should be hearing about. These questions have helped our event move away from a regulatory compliance conference to become neutral ground for industry leaders to convene and address the most significant opportunities and challenges facing the industry. We love framing out that conversation. Sterling Shea will be moderating a panel at this year’s MarketCounsel Summit on “Common Traits of America’s Top Advisors.” I hope to see you there!

On Barron's panel at IMCA, three top advisors tell what knocked them on course

Michelle Smith: Wow, I'm going to capitalize on this. ... I drove a truck through [that] gap.

Barron's

IMCA

Dynasty

Cascade Group

Source Financial

Michelle Smith

Sterling Shea

Douglas Berger

Eric Gray

This section contains news and coverage about the dozens of conferences held in the advisory industry every year. Those conferences range from annual events put on by the big custodians to small hands-on workshops hosted by law firms, consultants and tech companies, among others. RIABiz can't cover all the conferences, but this page includes our stories about those we have written about.

We hope that getting a flavor of the different gatherings helps you decide which are worthwhile attending and &mdash; if you're in the conference business yourself &mdash; what clicks with attendees and what doesn't. Have a suggestion for a conference we should cover? Email me, Brooke Southall at <a href="mailto:brooke@riabiz.com">brooke@riabiz.com</a>.

Conferences

The RIA business is many good things but integrated from a gender standpoint is not one of them. This is not so great. Women are the majority of humanity and they have an asset-building strategy that can't be beat. Women outlive their beer-and-steak mates and end up with big estates. But today's women have too another strategy -- pursuing wealth in the workplace. Yet when they go to find fellow women to talk all this through with, they don't readily find them. 

Companies big and small have for decades fallen over themselves to say that they have women's initiatives but I can't think of one that has amounted to much. But there are stories-- dozens or hundreds -- of them about women exerting their influence on this business and we are starting to collect them. It's a starting place -- documenting the ground being covered by women in the form of engaging tales graphically depicted by the physiognomy of the fairer sex.

Women of Wealth Management

I compulsively listened to a divorce opportunist, an ex-Goldman, now Merrill fellow, and a Morgan Stanley consultant offer a diverse array of nuggets

On Barron's panel at IMCA, three top advisors tell what knocked them on course

Related Moves

January 5, 2021 at 4:06 AM

Brian Hamburger

http://australiafitflops.blogspot.com/

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect