Five Trends to Help You Grow Further – StepStone – 6.5.25

January 18, 2024

Overview:

Title: Five Trends to Help You Grow Further

Date: Thursday, June 5, 2025

Time: 2:00 PM Eastern Daylight Time

Duration: 1 hour

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Summary:

In this high-impact webinar, StepStone unpacks the five emerging trends that are quietly but rapidly reshaping the wealth management landscape. From shifting investor behavior to powerful new tools like AI, these forces are already separating the forward-thinkers from the rest of the pack.

Whether you’re focused on growth, scale, or deeper client impact, you’ll walk away with insights and strategies designed to keep you ahead of the curve.

Reserve your spot so you can deliver strategies that inspire client confidence and drive meaningful growth for your business.

Accepted for 1 CFP/ IWI / CFA CE Credit

Speaker:

Berta Aldrich Global Head of Marketing StepStone Private Wealth Solutions

Ms. Aldrich is the head of global marketing at StepStone Private Wealth, where she is responsible for setting marketing strategy for the firm and its funds. Prior to StepStone Private Wealth, Ms. Aldrich served as the President of BA Consulting where she trained rising and senior executives across the globe on the tenets of outperformance. Before that, she held a variety of senior executive positions in marketing, human resources, corporate strategy, sales, financial education, and operations at Vanguard, Principal Financial, FS Investments and Private Advisor Group.

Ms. Aldrich has received accolades for her contributions to the financial services industry and non-profit work, including being named to the inaugural 2023 Investment News Hotlist, was the inaugural recipient of the Jamie E. Depeau Leadership Award, and recipient of the Ivy College of Business Women in Business Inspiration Award.

Ms. Aldrich received a B.B.A. in Finance from Iowa State University and an MBA, Alpha Iota Delta, from St. Joseph’s University. She currently serves as the Board Chair of the Ivy College of Business Women in Business, is a board member at St. Elizabeth Parish School, and a prior President of the Philadelphia Chapter of the FCS and member of the Philadelphia Go Red for Women Executive Council.