"The size was perfect, I loved the intimate setting... Flow of day was great and perfect amount of breaks. Great networking connections and left with many awesome ideas our firm is excited to implement! This was my first InvestmentNews conference and had an overall excellent experience."
The Future of Wealth Management is Female!
We invite women advisors and their allies to join us for the Women Advisor Summit, an event dedicated to the growth and success of women in the financial advice industry. Since 2015, InvestmentNews has created a unique forum where women advisors and those who support them can connect with each other and the latest ideas in practice management, career growth, and industry trends. You will return to your practice inspired with practical ideas, new tools and valuable connections with your peers and industry influencers. Get ready to enjoy a day of community & connection, all while earning up to 3 CE credits.
HEAR WHAT ATTENDEES HAVE TO SAY...
"It was a great environment; the speakers were engaging and had some actual action items which is what I always hope to see."
2022 WAS NYC Attendee
"Hands down one of the best conferences I have been to! Thank you to the awesome team at InvestmentNews for putting together such a great event. The content was amazing and the women I met were even more amazing. :) Can’t wait to go to another one!"
Jen P, 2022 WAS Denver Attendee
"The speakers were amazing and shared valuable insight and opinions."
2022 WAS Virtual Attendee
"[It] was good as a man to hear different perspectives... got a lot of great ideas."
2022 WAS Chicago Attendee
"The amount of talent and knowledge in the room was amazing."
2022 WAS NYC Attendee
"The people in attendance were all amazing women, easy to talk to and share information with. The venue was great. The event was well organized and laid out and always upbeat."
Nancy D. Butler, CFP®, CDFA®, CLTC®, 2022 WAS Denver Speaker
"Loved being back in a room of female advisors."
2022 WAS Chicago Attendee
"All of the interesting speakers and fantastic women advisers. Plus the staff is exceptional 👏👏👏"
2022 WAS Denver Attendee
"Great speakers and topics that are relevant to today's and tomorrow's issues."
2022 WAS Virtual Attendee
"It was great to be in person and able to participate in such a wonderful event."
2022 WAS NYC Attendee
"This was my very first summit with InvestmentNews, however I have been to other conferences. What set this one apart were the topics. After reviewing the agenda, I was worried I was going to get tired fast and not be able to absorb after a certain point. That is not what happened - I couldn't get enough information. The energy of the presenters was inspiring, uplifting, rewarding, and freeing."
Linda G, 2022 WAS Denver Attendee
"I love an event that's geared toward women advisors! This has been something I look forward to every year, always great speakers, efficiently run, and great opportunity to meet other women advisors like me!"
2022 WAS Chicago Attendee
"This is always my favorite industry event for women"
2022 WAS NYC Attendee
"While the sessions were incredible and all included great action items, I absolutely loved being able to connect with women in financial services. It was amazing to be in a room with so many powerful women who all, regardless of their why, had the same desire to help their clients."
Presley F, 2022 WAS Denver Attendee
"There was plenty which made me feel valued and celebrated by the conference organizers!"
2022 WAS Denver Attendee
CONTINUING EDUCATION
Denoted sessions have been accepted by the CFP Board for CE credit, and can be reported for CFP® certification & renewal.
Denoted sessions have been accepted by the Investments & Wealth Institute for CE credit, and can be reported for CIMA®, CPWA®, RMA® and CIMC certification & renewal.
2023 SPONSORS AND PARTNERS
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InvestmentNews is the trusted resource for financial advisors. Our multi-platform approach consists of quality content, data and information, served to advisors across our premium magazine, digital, research, custom, and events. Our extensive reach includes 1.1 million financial services professionals who influence more than $23T in managed assets.*
Our technology-led platforms and intelligence, coupled with our reader engagement, has allowed us to provide extensive coverage and analysis of important topics in the financial advisory industry, ultimately providing our audience with content that enables them to do their jobs better.
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