Raymond James Reworks Employee Channel Leadership
The shifts are announced ahead of its Women’s Symposium and investment advisor confab.
Sontag Joins Board of Focus Financial; Bruton In as Lucia Capital CEO
These growing firms aim to add more advisors — and business — from the wirehouses, as well as from independent firms.
Krawcheck to Speak at Raymond James Women’s Symposium
The broker-dealer expects more than 200 female advisors and about 30 prospective advisors at its 20th annual event.
AIG Advisor Group CEO: ‘Comfortable With Parent Company’
The organization, a possible Schorsch target, is hosting its annual Women’s Conference this week with a focus on growth.
Sallie Krawcheck Proves Everything's an Index Fund Now
Index fund creep? Sallie Krawcheck changes 85 Broads' name to Ellevate and partners with Pax World to launch the Pax Ellevate Global Women's Index Fund.
Sallie Krawcheck, Booster of Women on Wall St.: The 2014 IA 25 Profile
Sallie Krawcheck’s “real career” started “just shy of 30,” when she became a research analyst, she told IA in an interview.
Motif Launches Products to Help Advisors Compete With Robo-Advisors
A “robo-advisor is a robo-allocator, they don’t really give advice," says Motif's Hardeep Walia.
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
Top 10 Better Letterman Replacements Than Colbert: Advisor Edition
Stephen Colbert will replace David Letterman next year as host of CBS’ “Late Show,” but ThinkAdvisor has 10 financial gurus who might be better fits.
Sallie Krawcheck: Why Women on Wall St. Are Going ‘Backwards’
The former head of BofA’s wealth management operations shares her views on Yellen’s testimony and Barbie’s image of female perfection.