AUGUST 25-26, 2020
To ensure the health and safety of our customers, attendees and employees amid the uncertainties of COVID-19, the Women Adviser Summit Boston is now virtual.
REGISTRATION DETAILS COMING SOON
Allianz Life, one of the FORTUNE 100 Best Companies to Work For® in 2019, has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products. In 2018, Allianz Life provided $2.8 billion in benefit payments that helped policyholders achieve their financial goals. As a leading provider of fixed index annuities, Allianz Life is part of Allianz SE, a global leader in the financial services industry with over 142,000 employees in more than 70 countries. Allianz Life is a proud sponsor of Allianz Field in St. Paul, Minnesota, home of Major League Soccer’s Minnesota United.
If you’re a financial advisor with a single-minded focus on doing right by clients, Commonwealth is the Registered Investment Adviser–independent broker/dealer whose vision is in sync with yours. Whether you operate as a Registered Representative, Registered Investment Advisor, Investment Advisor Representative, or Hybrid advisor, you can take full advantage of a community that exists solely to help you serve your clients and support your business at every stage of its evolution. Let us tell you about a technology platform that integrates every aspect of your clients’ financial lives into a single holistic view. An infrastructure that offers the advisory services, research, and other resources you need to deliver what’s best for clients. And direct access to the support you need at every level, including from our managing partners.
RBC Wealth Management provides trusted advice and wealth management solutions to individuals, families, and institutions around the world. We bring diverse expertise and deep knowledge to the sophisticated financial needs of our clients. We are forward-looking, innovative, and committed to helping our clients thrive and communities prosper.
Salesforce is the world’s most trusted customer relationship management (CRM) platform. We help your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere.
Salesforce unites your teams from anywhere with Customer 360 — one integrated CRM platform that powers our entire suite of connected apps. With Customer 360, you can focus your employees on what’s important right now: stabilizing your business, reopening, and getting back to delivering exceptional customer experiences
The SPS Family consists of two broker-dealers, Sigma Financial Corporation and Parkland Securities, LLC; a Registered Investment Advisory firm, Sigma Planning Corporation; and a back office, known as BD Ops, LLC. The companies, based in Ann Arbor, Michigan, are under common ownership and led by an experienced executive team. The SPS Family prides itself on personal service to independent registered representatives and investment adviser representatives from across the United States. We consider our representatives family as we strive every day to provide them “Independence. DELIVERED.”
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow.
Headquartered in St. Louis, Missouri, Wells Fargo Advisors has approximately 35,000 team members, including over 14,500* Financial Advisors, who serve our clients in all 50 states. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it’s a commitment. It’s about honoring our relationship with clients and being fully invested in their success.
Cantella & Co., Inc. is a national, employee-owned, women-led independent broker/dealer and RIA. As a forward-thinking and relationship-driven innovator in the financial services industry for more than 65 years, we help financial advisors build client-centric practices by providing cutting edge, custom-built technology, flexible affiliation models with three top-tier clearing providers (Pershing, Fidelity, and Raymond James), and responsive, personalized home office support. We work with a diverse group of advisors who value our unique culture that’s built on transparency, innovation, and commitment to proven, long-term strategies that ensure advisors have the tools and support they need to serve their clients.
Envestnet Wealth Solutions enables enterprises and advisors to better manage client outcomes and strengthen their practices through its leading Wealth Management Operating System and advanced portfolio solutions. Envestnet | Tamarac provides portfolio management, reporting, trading, rebalancing and client portal solutions for registered investment advisers (“RIAs”). Envestnet | MoneyGuide provides goals-based financial planning applications. Envestnet Data & Analytics enables innovation and insights through its Envestnet | Yodlee data aggregation platform.
Pax Ellevate Management LLC, investment adviser to the Pax Ellevate Global Women’s Leadership Fund, is a subsidiary of Impax Asset Management, LLC, and was founded on the principle that gender diversity plays a critical role in business success over time and that investors can benefit from investing in companies that advance women. Pax Ellevate has long been a recognized leader in investing in women and advocating for greater representation of women in business leadership. In 2019, the Pax Ellevate Global Women’s Leadership Fund received the 2019 “Fund Innovation” award from Fund Intelligence.