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.
Sallie Krawcheck: How to Increase Your Firm’s Diversity
Hiring multicultural advisors is good for clients and firms, an Edward Jones Survey found. But how do you cultivate diversity? Sallie Krawcheck offers concrete steps.
Krawcheck Warns Investors in Big Banks to Be Wary
The former wealth management executive questions the underlying earning power of major banks, while expressing optimism for improving margins in wealth management.
What to Look for in Bank Stocks
Two portfolio managers at Causeway Capital Management are salvaging undervalued assets amid the wreckage in the bruised banking sector.
Krawcheck, Blayney: Top Financial Mistakes Women Keep Making
Women’s biggest mistake is actually being too cautious, says CFP Board's Eleanor Blayney. Sallie Krawcheck listed several others.
Don’t You Worry Your Pretty Little Head
I watch “Mad Men” as much for the anthropological intrigue as I do the storyline. The treatment of women in the workplace, of course, seems offensively quaint. Fast-forward 50 years and they’re exacting their (well-deserved) revenge.
The Key to Attracting More Female Clients
Drop these lame stereotypes that drive women away, says RegentAtlantic’s Jane Newton.