The Women Advisor Summit returns to Manhattan on November 5, 2026, promising a day of actionable insight for senior financial advisors and industry executives. Set within the elegant confines of 583 Park Avenue, the gathering will unite more than two dozen speakers across a slate of ten sessions that tackle the future of advice, client-relationship growth, and sustainable business models that extend beyond a single advisor.
Summit agenda and keynote voices
Organizers have curated a program that blends forward-looking strategy with hands-on tactics. Attendees can expect deep dives into topics such as the evolution of personalized advice, methods for deepening connections with women clients, and the creation of robust leadership pipelines. Among the featured presenters are Racquel Oden, U.S. head of wealth at HSBC, and Stacy Francis, CEO of Francis Financial, each bringing a global perspective to the challenges faced by today’s advisors. The lineup also includes Carolyn McClanahan, founder of Life Planning Partners, and Liz Miller, president of Summit Place Financial Advisors, whose sessions will explore building firms that thrive independent of any one star advisor.
Leadership panel and fireside chat
A highlight of the day will be a fireside conversation chaired by Cathy Curtis of Curtis financial planning. Joining her are Shannon Larson, president of AE Wealth Management, and Cary Carbonaro, managing wealth advisor at Ashton Thomas Private Wealth. The trio will share lessons learned from navigating market turbulence, discuss cultural shifts within firms, and outline concrete strategies for sustaining success over the long term.
Women to Watch Awards and legacy of the event
The summit will culminate with the Women to Watch Awards, honoring the most influential female figures in the wealth-management arena. Prudential Wealth Advisors serves as the headline partner, underscoring the event’s stature. Past honorees, such as Rita Robbins—who received the Alexandra Armstrong Lifetime Achievement Award in 2023—illustrate the caliber of talent celebrated each year. The awards not only recognize individual excellence but also reinforce the community purpose that founder Suzanne Siracuse envisioned more than a decade ago: a space where women are the majority, their voices dominate the conversation, and the focus remains on business growth, career advancement, and meaningful professional relationships.
India’s MPW Awards: Money, Markets & Power panel
On the same weekend, Business Today’s 23rd Most Powerful Women (MPW) Awards will host a high-impact session titled “Money, Markets & Power.” Moderated by Sakshi Batra, the round-table will feature India’s premier female finance leaders: Amisha Vora, Chairperson and Managing Director of PL Capital Group; Ritu Gangrade Arora, Country Head – India at Allianz Services; Praveena Rai, MD and CEO of MCX; Anjali Bansal, founding partner at Avaana Capital; and Priti Rathi Gupta, founder of LXME. These executives will dissect how they formulate conviction, allocate capital under uncertainty, and shape the broader Indian financial landscape.
The discussion will illuminate the decision-making frameworks that guide high-stakes investments, from commodities trading at MCX to venture-capital allocations at Avaana. Participants will also explore leadership philosophies that empower women to ascend within traditionally male-dominated sectors, offering a comparative lens to the strategies highlighted at the New York summit.
Both events underscore a growing recognition that gender diversity fuels innovation across the finance sector. By convening top-tier women leaders in wealth management and Indian markets, the gatherings provide a platform for shared learning, mentorship, and the propagation of best practices that can reshape the industry for years to come.
