With students facing significant debt when they graduate, financial service providers can use technology to create a sense of empowerment around financial management for young adults.
Professionally managed portfolios that are accessible inside of consumer apps will give consumers their first taste of investing via a long-term-focused offer — perhaps coupled with education and bite-sized planning.
Margaret Wilkin is joining a Baird office in Roseville, California.
The executive is joining the online brokerage firm after heading Ally Invest.
Loh served as vice president of digital advice and innovation and oversaw the Intelligent Portfolio automated advice platform at Schwab. The hire emphasizes the bank’s recent push to utilize technology offerings to serve the mass affluent market.
Here are the top four lessons I walked away from the Olympics with and that I will strive to instill in my team.
Treating clients as we would our dearest friends is not only the right thing to do, but tends to result in a lot of referrals from happy, well-cared-for clients.
Allison Taylor leads the all-female group in Huntington Beach, California.
Cooper, the company's chief investment officer, succeeds Dennis Glass, who has been chief executive since 2007.
Former U.S. Treasurer Rosie Rios is an active example of a leader fighting everyday for women’s inclusion and equity.
Gary Gensler calls consumer advocate Roper 'a champion for investors'; she has worked for 35 years at the Consumer Federation of America.
The company's investments will focus on women- and minority-owned PE firms.
Embedded finance has become popular, and profitable, as companies combine savings, lending, insurance, investing and planning services into nontraditional apps, like Walmart Inc. and Uber Technologies Inc.
A mother-daughter team led by Cynthia Hansen joins RBC's Denver Tech office.
While there's some good news about women attaining corporate board seats, progress is still slow. Here are some suggestions on how women advisers can attain leadership roles.
Exton, Pennsylvania-based Brumbaugh Wealth Management is affiliating with Cetera through super OSJ AdvisorNet
More financial support is needed to combat the gap in financial investment in children’s mental health and improve access to care.
Given the looming shortage of advisers, the industry must improve its diversity and inclusion efforts so it can attract and retain employees from diverse groups.
More than 100 individuals were named on the short list for awards in 16 categories; the winners will be announced on Sept. 9.
Miami-based Green Grove Wealth Management is affiliating with Insigneo.
