The Dow Jones Wealth Management Advisory Council is an industry group dedicated to promoting the practice of wealth management, facilitating industry discussion and innovation, and representing the needs and concerns of the profession. The Council draws its members from the most successful practitioners in wealth management, as well as experts from leading research and consulting organizations, including academia. The Council is hosted by Dow Jones Newswires.
The mission of the council is to:
1) Promote and enhance the practice of wealth management
- Raise awareness of the benefits of the wealth management approach to financial advice
- Educate wealth management professionals on best practices in the areas of client consultation, communication and practice management
2) Facilitate industry discussion and innovation
- Sponsor forums and debates addressing industry challenges and solutions
- Serve as a clearinghouse of research, data and viewpoints
- Recognize breakthroughs in wealth management tools and practices
3) Represent the interests and concerns of wealth management practitioners
- Regularly measure the sentiment of various groups within the field of wealth management and report findings to the industry and investing public
- Advance the precepts and values of wealth management in public forums
Background
Frequently Asked Questions
Meet the Council Members
News & Announcements from the Council
Contact the Council
