Reg BI Creates 'Fake Fiduciaries': Jane Bryant Quinn
By Jane Wollman RusoffThe bestselling author tells ThinkAdvisor her thoughts on Reg BI, the Secure Act and why she dislikes FIAs.
January 24, 2020
How the First Black CFP Built His PracticeLeCount Davis, 82, tells ThinkAdvisor about his mentors, the obstacles he faced, and why he still serves clients.
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
Top Women in WealthTech 2020: Rachel Wilson of Morgan StanleyThere are great opportunities for women today "especially in the cybersecurity and fraud prevention space," she said.
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: Allison Couch Pratt of Advisor GroupAll of us, women and men, need to stop thinking of "technology" as a separate discipline or siloed "department," 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.