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Rating:Week In Preview, July 9-15 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, July 9, 2018

Week In Preview, July 9-15

Reported by Neil Anderson, Managing Editor

Tomorrow Crain's InvestmentNews team will host their second Women Adviser Summit of 2018, this time at the Colonnade Hotel in Boston. The one-day event will feature a number of speakers, including: Colleen Bell, senior vice president of fiduciary services and chief fiduciary services officer at Cambridge Investment Group; Mary Beth Franklin, contributing editor of InvestmentNews; Renee Hamlen, vice president of retail annuity marketing at New York Life; Finka Jerkovic, leadership empowerment coach at FINKA Communications; Kathleen Burns Kingsbury, founder of KBK Wealth Connection; Michael Natale, head of intermediary distribution for Northern Trust's FlexShares; and Suzanne Siracuse, vice president and publisher of InvestmentNews. The summit has a host of sponsors, including: Advisor Group; AssetMark; AXA Advisors; Cambridge; Cetera; Commonwealth Financial Network; Edward Jones; Envestnet | Tamarac; FlexShares; Great-West Financial; Live Oak Bank; MFS; New York Life; Northern Trust Asset Management; OppenheimerFunds; Raymond James; Schwab Advisor Services; Sigma Financial Corporation and Parkland Securities; TD Ameritrade Institutional; and the W Source.


Saturday was expected to be Commissioner Michael Piwowar's last day with the SEC. A month ago President Trump nominated U.S. Senate staffer Elad Roisman to fill Piwowar's shoes. 

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