Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
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: Doreen Griffith of Securities AmericaShe says the Next-Gen program of parent firm Ladenburg is in its third year and "makes a quantifiable difference."
January 22, 2020
Top Women in WealthTech 2020: Colleen Bell of Cambridge Investment ResearchIf technology can drive us to work, it should be able to tells clients when they are off course from meeting financial goals, she says.
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
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 21, 2020
Your Firm's Succession Plan May Be Missing Someone: A Gen XerA little-discussed factor in the talent shortage: Market downturns in the 2000s wiped out many Gen X advisors.