The Financial Services Industry Has A Diversity Problem, So Anna N’Jie-Konte Started Her Own Firm
There’s a “gaping hole” when it comes to financial advisor diversity and the culture needs a complete “overhaul.”
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Wealth Management Needs To Reevaluate How To Better Serve Its Clients In Wake Of COVID-19 Crisis
The wealth management industry is going to have to reevaluate their business models and offerings to better serve their clients.
Is The Schwab-TD Ameritrade Merger Good For RIAs?
How will the new industry behemoth impact advisors and other firms over the coming months, years, and decades?
PPP Loan Blowback Bares 3 Hard Industry Truths
Shake Shack shaming advisors who take coronavirus money is almost as bad as total hush-hush. The real problem facing the industry is more complicated.
Exclusive: Pershing Ranked Top Custodian Among Wealth Advisor Readers
Pershing has been ranked the top custodian for Wealth Advisor readers, according to a new survey.
SEC Extends COVID-19 In-Person Meeting Relief for Registered Investment Companies
The SEC extended temporary exemptive relief from in-person voting requirements granted to registered management investment companies.
RIAs Need Fully Digital Workflows to Compete Post-Pandemic
This is how full digital capabilities can help RIAs engage and service clients, and achieve scalability and sustainability, after the crisis ends.
