Shirl Penney

Shirl Penney
Displaying 2 results
Women more likely to step forward in financial services if treated fairly
NEWS OPINION MAR 08, 2021
Women more likely to step forward in financial services if treated fairly

Advancing women in the workplace must be a wealth management priority. Here are ways firms can create change.

Drive growth today and be positioned to thrive in future markets
NEWS OPINION NOV 29, 2018
Drive growth today and be positioned to thrive in future markets

Recent market volatility serves as a reminder to prepare advisory firms for a changing environment.