TARGET DATE FUNDS
Gearing Up for 2013
Many firms are missing a big opportunity.
Women Advisors Forum
Five times this year in five cities aroundthe country, top women advisors gathered to boost their skills and get to know their
peers at Women Advisors Forum events.
They assembled for daylong meetings in
Southern California and Florida, in Dallas,
Chicago and New York. Watch for four
more forums in the coming year.
“There is no better time to build a busi-
ness than now,” Kelly Rigas, a first vice
president in the private client group of
RBC Wealth Management, told attendees
in Dallas in May. Women have a particular
edge, she said: “Our natural inclinations
are so well-suited for this business.”
In fact, women represent 37% of high-
net-worth investors in North America,
according to a Schwab Advisor Services
study released this year. Nearly half of
them are self-made. Although only 20%
of these women use advisors, 90% of the
female investors surveyed said they want
holistic advice that goes beyond portfolio
management. Yet only half of firms sur-
veyed have even a single female advisor.
28-30 | OneVoice 2013
Financial Services Institute
San Diego (new location)
4-5 | IMCA
New York Consultants Conference
11-13 | T3
Technology Tools for Today
28-May 2 | NPC National Conference
National Planning Corp.
Rancho Palos Verdes, Calif.