Gabriel GarciaManaging Director, RIA Client Experience, Business Development and Strategy The path to growth for financial advisory firms is multifaceted. It requires a keen understanding of the shifting demographic landscape, a balanced focus on client acquisition and retention, and a commitment to leveraging technology and innovation. Additionally, preparing for future...
Shauna Mace, CHPCHead of Practice Management In 2022, the wealth management industry faced a whirlwind of challenges, ranging from unpredictable markets to rising costs. Advisory firms, however, demonstrated resilience by clocking an 8% growth in client relationships. Yet, beneath these encouraging numbers lie deeper insights and trends. The 2023 InvestmentNews Benchmarking...
Building community has been the cornerstone of Katherine Colsher’s career, spanning from the launch of the “10,000 small businesses” program at Goldman Sachs to becoming the CEO at Girls Who Invest. Colsher, a judge at this year’s InvestmentNews Women to Watch Summit, is motivated by opportunities to build and...
Sheryl Hickerson believes so strongly in the power of networking that she decided to build her own community of women in financial services. Hickerson serves as CEO of Females and Finance, but she stumbled upon her career in financial services quite by accident. “Believe it or not, I faxed my...
Financial advisors aren’t always trained to address their clients’ emotional reactions about finances, while therapists aren’t necessarily equipped to discuss the impact of finances on a person’s well-being. Financial psychology acknowledges the inextricable link between the two. The efforts of Sonya Lutter, one of this year’s judges of the InvestmentNews...