TOPEKA, Kan., Jan. 16, 2019 /PRNewswire/ -- AE Wealth Management proudly announces that its Co-Founder and Director of Advisor & Investor Education, David Bach, has been shortlisted for the 2019 Private Asset Management Award for "Women in Wealth Advocate of the Year."
"We are proud of David for his ongoing commitment to helping women in communities across the country save more for retirement, and use their wealth to live happier lives before and after they retire," said Chris Radford, President of AE Wealth Management. "David's seminars, books, and other informational resources and programming are crucial for helping us, and the advisors in our nationwide network, continue to grow and demonstrate greater value for clients. He is the consummate wealth advocate for women, and we congratulate him on this accolade."
Private Asset Management Award winners will be announced at the awards dinner on the evening of February 7, 2019 at 583 Park Avenue in New York City. The awards recognize investment professionals, wealth advisors, legal firms, consultants, and other key service providers who have demonstrated outstanding achievements in the private asset management industry over the previous year. More information about the awards and the dinner are available at https://pamawards.awardstage.com.
Mr. Bach, who was also shortlisted for "Thought Leader of the Year" in the 2018 WealthManagement.com Industry Awards, published a special 20th anniversary edition of his New York Timesbestselling book Smart Women Finish Rich last year. The new edition of Smart Women Finish Rich, which is revised and expanded to address financial concerns and opportunities for women that have come to light since the book's initial publication in 1998, was chosen by Forbes as one of the top seven financial reads of 2018. Its publication coincided with the launch of Mr. Bach's Smart Women, Smart Retirement™ seminars for women nearing retirement or already retired.
The Smart Women, Smart Retirement™ seminars are available to AE Wealth Management advisors and offered to women nationwide. Seminar attendees can learn:
3 simple moves they can make to help take control of their financial future before and during retirement.
How to align their money with what matters most to them.
The good news for women facing and enjoying retirement.
Why millions of informed women who have lived in financial fear have come to realize their best years may actually be ahead.
And much more.
Smart Women, Smart Retirement™ and the variety of other investor-information and advisor-training seminars created by Mr. Bach have helped drive AE Wealth Management's impressive growth. The firm surpassed $6 billion in total platform assets as of November 29, 2018, adding more than $1 billion in assets in less than three months. AE Wealth Management has grown steadily without ever accepting external capital or completing acquisitions. To learn more about AE Wealth Management's informational and training initiatives for advisors and investors, please visit https://wealth.advisorsexcel.com/david-bach-investor-education/.
"I am honored that Private Asset Management has shined a spotlight on our cutting-edge wealth advocacy for the hardworking women of America," said David Bach, Co-Founder and Director of Advisor & Investor Education for AE Wealth Management. "Women are now positioned to control more wealth than at any other time in history, so our advocacy efforts have taken on a special urgency. We believe advisors can, and should, take the lead in informing women about how to grow and protect their wealth—and, even more importantly, in helping women understand how they and their families can truly enjoy the wealth they have accumulated."
About AE Wealth Management AE Wealth Management is one of the fastest-growing registered investment advisory (RIA) firms in America, offering an open-architecture platform of investment solutions and practice management resources that independent financial advisors can use to help their clients work towards their financial goals. Advisors can demonstrate greater value for clients and help grow their practices by utilizing the cutting-edge technology—and the broad array of investment strategies and asset classes from consistently vetted and monitored money managers—on AE Wealth Management's platform. The insights and tools from AE Wealth Management enable advisors to obtain a holistic view of each client's financial universe in one place.
AE Wealth Management oversees approximately $6 billion in total platform assets, including $4.8 billion in regulatory assets under management, as of November 29, 2018. For more information, please visit www.aewealthmanagement.com.
AE Wealth Management, LLC ("AEWM") is an SEC Registered Investment Adviser located in Topeka, Kansas. AEWM may only transact business in those states in which it maintains a notice filing or qualifies for an exemption or exclusion from registration requirements.