Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Goldman to Stop Doing IPOs for Firms Lacking Board Diversity
By Janet Levaux"From a governance perspective, diversity on boards is very important," CEO David Solomon told CNBC.
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: Salit Nagy-Todd of Raymond James"We need to take some personal responsibility to discuss the fact that there is room for women in tech," she said.
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.