Courtney Hoff Dockerty

In an industry where diversity and inclusion have historically been lacking, women advisors and investors are making significant inroads on their way to the top.

The industry is increasingly turning to social media to win new business and engage with today's tech-savvy investors.

New technology, cryptocurrency, sustainability and other trends within the financial world are on the docket at this year's conference.

From inflation concerns to an annuities bill circulating in Congress, there is a lot for clients to consider as they plan their exits from the workforce.