Top Women in WealthTech 2020: Miriam Manning of Commonwealth Financial
By Janet Levaux"There has never been a better time for women to be part of WealthTech and innovation in financial services," she said.
January 22, 2020
Top Women in WealthTech 2020: Mary-Catherine Lader of Aladdin, BlackRock"Women's ability to rely on each other as partners and mentors within this space" is crucial for increasing their presence, she said.
January 22, 2020
Top Women in WealthTech 2020: Lori Hardwick of Riskalyze, RedRockShe's often "reminded of the struggles some younger women in our field continue to deal with, and it fuels my passion."
January 22, 2020
Top Women in WealthTech 2020: Andina Anderson of Envestnet"When I started with Tamarac in 2008, we had five employees; today we have over 380 ..., " said the executive.
January 22, 2020
Top Women in WealthTech for 2020This is the second year of our recognition program, which highlights the careers of 15 female leaders of innovation.
January 22, 2020
Could Financial Advisory Revenue Triple in the Next Decade?That's the prediction of advisor-client matchmaking service Zoe Financial. Here's why they see such strong growth.
January 22, 2020
M&As Have Banner Year, but What's Next?DeVoe's annual wrap-up has some good news for sellers, but with cautions attached.
January 22, 2020
In a Seller's Market, What's an RIA Firm Worth?Sellers' expectations are far above what most buyers are looking to pay, according to a new Fidelity study.