Marie Swift, John Brackett, David Hubbard

Glad to see that 2 firms mentioned in your article are using AdvisorWebsites.com to host their website and/or blog!

Advisors talk over the future of financial planning at FPA Experience 2011

Marie Swift led a roundtable discussion that yielded some novel thoughts

Financial Planning Association

FPA Experience 2011

Marie Swift

David Hubbard

John Brackett

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

Outgoing robo-calls, 1-900 advice shouldn't be dismissed as tools

Advisors talk over the future of financial planning at FPA Experience 2011

Loic Jeanjean

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August 2, 2019 at 12:48 AM

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Advisors talk over the future of financial planning at FPA Experience 2011

Loic Jeanjean

Related Moves

August 2, 2019 at 12:48 AM

RIABiz Directory

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