Women Advisor Summit 2026: Get set for ‘extraordinary’ gathering of trade’s feminine leaders

The wealth management trade’s feminine leaders will converge on the Women Advisor Summit in Manhattan subsequent month for a day of sensible insights and insightful conversations about the important thing points within the wealth management trade.

The FundingNews Women Advisor Summit will happen on Nov. 5 at 583 Park Avenue in New York City. The occasion will characteristic more than 20 speakers throughout greater than 10 content material periods. These will give attention to matters comparable to the way forward for recommendation, deepening relationships with girls shoppers, constructing companies that thrive past a single advisor, and forging management pipelines.

“For me, it’s a rare gathering of the highest girls within the trade,” Rita Robbins, managing accomplice of Affiliated Advisors, advised FundingNews. “We have time to study, share concepts, and discover successes.”

The Women Advisor Summit will conclude with the Women to Watch Awards, which honor probably the most influential girls in wealth administration. Prudential Wealth Advisors is the headline partner for the occasions.

Robbins was the recipient of the “Alexandra Armstrong Award for Lifetime Achievement” in 2023.

Suzanne Siracuse, CEO of Suzanne Siracuse Consulting, created the idea of the Women Advisor Summit greater than 10 years in the past, and in addition created the idea of the Women to Watch awards. “When my former group and I created the Women Advisor Summit in 2014, we needed to offer feminine monetary advisors one thing they hardly ever skilled at trade conferences, a room the place they have been the bulk, their voices have been entrance and middle, and the conversations targeted on serving to them develop their companies, advance their careers, and construct significant relationships,” she advised FundingNews. “More than a decade later, the necessity for that neighborhood, connection, and shared studying is as essential as ever, and I’m extremely pleased with the affect this occasion continues to have on the ladies shaping the way forward for our career.”

Featured audio system embrace Racquel Oden, US head of wealth, premier and international personal banking at HSBC, Carolyn McClanahan, founding father of Life Planning Partners, Stacy Francis, CEO of Francis Financial, Cathy Curtis, founder and wealth accomplice at Curtis Financial Planning, Cecilia Williams, chief working officer at Halbert Hargrove, Liz Miller, president and founding father of Summit Place Financial Advisors, and Lisa Roberts, head of wealth administration at Wilmington Trust.

There will even be a hearth chat with Cathy Curtis of Curtis Financial Planning, Shannon Larson, president of AE Wealth Management, and Cary Carbonaro, managing wealth advisor at Ashton Thomas Private Wealth that can deal with management classes discovered by means of challenges and alter, in addition to methods to maintain success.

Don’t miss out on the chance to attend the Women Advisor Summit. Register now.