Ron Carson Wins Expungement of $20K Client Complaint
By Melanie WaddellThe client complained about mutual fund charges; the arbitrator agreed with Carson's lawyer that she had no case.
January 22, 2020
Top Women in WealthTech 2020: Hilda Wong-Doo of Fidelity"Thinking outside the box from all aspects was and continues to be important" for innovation, she said
January 22, 2020
4 Reasons to Change Your Fee StructureIf you can communicate the true cost of your value, you should have little client pushback on fee changes.
January 22, 2020
Top Women in WealthTech 2020: Teri Shepherd of Carson Group"The easy road is not the path to innovation. Embrace diversity, fresh thinking, new ideas and often conflicting" views, she said.
January 22, 2020
Top Women in WealthTech 2020: Angela Pecoraro of Advicent"Never be afraid to redefine yourself or your role," she said. "Be eager to do more and ... learn from [those] around you." I
January 22, 2020
Top Women in WealthTech 2020: Miriam Manning of Commonwealth Financial"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: Jess Liberi of eMoney AdvisorWhen it comes to women in the field, "Find an area you are passionate about, and dive in headfirst," she said.
January 22, 2020
Top Women in WealthTech 2020: Kit Lee of BNY Mellon's Pershing"Bottom line is that companies need to see diversity as an important part of their growth strategy and continue to invest in it," she said.