We did it! The inaugural Wealth/Stack conference was held in Scottsdale, AZ earlier this week. After more than a year of planning and preparation, we executed what I think will become a can’t miss event for independent advisors in future years. Of course, the team at Inside ETFs did the heavy lifting with logistics and…
Wealth Management/Industry News
CFA Annual Conference London
I was in London this week for the 72nd CFA Institute Annual Conference. Along with almost 1,200 CFA charterholders and members from around the world, I listened to presentations around the theme of Disruption. There is something magical about assembling a group of investment professionals who control capital and allocation decisions for trillions of dollars…
The Importance of Checklists
This weekend, I had a frightening experience with my two-year-old son. He had a fever that escalated so fast that it caused what we think was a seizure. For almost a minute, he was unresponsive and seemed to stop breathing. That minute felt like an eternity. I told my husband to call 9-1-1, while I…
A Great Career for Moms
I attended a baby shower last weekend and found myself immersed in conversation with a grandmother about the challenges of her daughter’s high powered medical career. Her daughter is a mother of two young children, ages 5 and 5 months. Her first child was born during an intense fellowship for pediatric surgery, a program that…
Perception versus Reality
How does the world perceive financial advisors? I got a taste of what people really think about the financial advice industry recently. I asked a panel of professional women (an accountant, a surgeon, and a lawyer) at a conference why women are choosing their professions in higher numbers but not financial services. The surgeon’s answer…
Recap of CFA Wealth Management
I spent two days earlier this week in Ft. Lauderdale with more than 300 advisors for the CFA Wealth Management conference. Last year, I stepped in at the last minute as the moderator of the conference in Los Angeles. I was honored to receive the call to return as co-moderator this year, sharing the responsibility…
On International Women’s Day
The CFA Institute launched an awareness campaign targeting high net worth investors in North America this week. I am optimistic it will raise the profile of the CFA(R) Charter among potential clients. You can view it on the campaign’s website: The Right Question. Today is International Women’s Day, and CFA Institute asked me to contribute…
Substance
I was a guest on Tim Mullooly’s podcast last week, and he asked me a fantastic question: What do you think is the number one thing that needs to change about the financial services industry? Rather than revisit the squabble over fees versus commissions or fiduciary versus suitability, I simply said we need to raise the…
