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SPOTLIGHT ON WOMEN ADVISER SUMMIT

Katz spearheads the Women Adviser Summit, a mentoring initiative designed to attract more women to the industry by connecting qualified advisers with young women who are interested in entering the profession.

The summit includes three events over the course of a year, held in Chicago, Boston and San Francisco. Many of the mentors are alumni of Texas Tech’s financial planning course run by Katz. Mentors and speakers explain how the industry works, the training required and the value that female advisers can add.

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About International Adviser

Including… Aspirations of the merged Standard Life/Aberdeen behemoth to pile into the US market, in-depth analysis of the 25% Qrops charge, top Miami-based adviser and professor Deena Katz’s take on training, and how domestic reforms are powering economic opportunities in India.
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