Is this the end of “too much of a good thing” in the RIA space?
Erin Botsford directs much of her training program revenues to helping orphans in Zambia.
The conference not only showcased topics that are important to women, but it created an environment of learning and sharing.
When prospecting a couple, remember the woman has absolute veto power, Erin Botsford said.
“We are in for a summer of massive volatility,” she told an audience of female financial professionals.
A panel of female financial professionals agreed that confidence is sometimes more important than competence.
The key to a healthy life is finding and maintaining balance.
The former Goldman managing director is one of the most senior people to unleash such allegations against the firm.
Male advisors are getting a wake-up call, while the profession flounders in recruiting more female advisors.
The company let its managers make biased pay and promotion decisions, the lawsuit claims.
Women are falling behind in their financial futures. Three BlackRock executives say that can change.
Here are a few key ways you can make your firm more appealing and rewarding to women.
Hiring and promoting women in the wealth management industry has never been more urgent.
How do you create better relationships with investors and other firms important to your strategy?
How you can help clients engage in these conversations with their children.
At the same time, revenues and the number of investment advisor firms grew.
The software suite has different plan levels to accommodate the needs of small, medium, and large advisory practices.
It's the young and the old who suffered the most severe psychological scars.
Many firms also are not using technology efficiently, the research firm said.