Women in Wealth

Women in Wealth 2018 Digital Advice Conference

A highlight (and crowd favorite) at the 2018 Digital Advice Conference came during Tuesday’s lunch session. Sue Thompson, Former Head of BlackRock‘s RIA Channel moderated a panel titled Leaning In…Women In Wealth featuring powerful industry leaders from across the country including, Kimberly Foss, Kirsten Ismail, Lauren Stansell, and Tanya Steinhofer. Here are a […]

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Joel Bruckenstein Names RobustWealth an ‘Enlightened’ Platform

March 8th, 2017 – Nashville, TN The 2017 CFA Wealth Management Conference closed on Wednesday, March 8th with keynote speaker, Joel Bruckenstein. During Joel’s presentation, he mentioned firms that he calls ‘Enlightened’. Of the firms named were Jemstep, AdvisorEngine and RobustWealth. Joel mentioned that the RobustWealth team is led by […]

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RobustWealth Advisor Insights Dinner

On Thursday December 8th, RobustWealth held their Advisor Insights Dinner at Brian’s Lambertville, featuring guest speakers Bill Winterberg of FPPad and Charmaine Chin of K2 Advisors. RobustWealth’s quarterly Advisor Insight Events provide learning and networking opportunities to financial advisors. Bill Winterberg discussed the business investments and transitions that you should consider for your […]

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