This year’s winner is not only a minority professional who’s succeeding in the financial services industry, she has made giving women a seat at the table a focal point of her life
The free trading app helps educate young adults through its online platform, but not all advisers believe it benefits first-time investors
A Delaware judge denied the TAMP's motion to dismiss the allegations, which include fraud and trade secret misappropriation
The time for the industry to fully address the negative financial experiences of women is long overdue, according to a new study
The brokerage joins a list of industry players touting free or low-cost financial planning apps to attract younger clientele
The robo-adviser aims to help advisers attract additional assets while fostering the growth of both its advisory and retirement plan business lines
The technology, which is integrated into the ClientWorks platform, was developed to reduce time spent preparing for client meetings
The partnership builds on the broker-dealer's goal to transform its legacy technology into modern tools for advisers
There are pros and cons to third-party marketplaces that should be considered, according to new research
PGIM is the latest asset manager to tap iCapital's technology to give advisers access to a wider range of alternative investments
