Top Women in WealthTech 2020: Mary-Catherine Lader of Aladdin, BlackRock
By Janet Levaux"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 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.
January 21, 2020
RIA Cerity Partners Adds $1B Sullivan & Serwitz TeamS&S will "provide presence and growth opportunities" in Northern California, Cerity Partners says.
January 21, 2020
Lawmakers Scold SEC's Clayton Over Committees' Lack of DiversityMeanwhile, here's what SEC commissioners hope the new asset management advisory committee will focus on.
January 21, 2020
How a Shortage of Black Execs Hurts Wealth Management"Until we see changes at the top, it is all [just] talk," longtime advisor Zaneilia Harris tells ThinkAdvisor.