July 05, 2016 | Runtime: 2:23
Marie Chandoha of Charles Schwab Investment Management says investor interest in low-cost, indexed funds is helping disrupt the mutual fund space, and also touches on the fallout the DOL fiduciary rule will have on asset management.
June 10, 2016 | Runtime: 1:49
Many advisers have grown complacent in the wirehouse channel and fear breaking away because of the tools they've grown accustomed to. Sam Attias of External IT explains how these advisers can find a soft landing as an RIA.
June 09, 2016 | Runtime: 1:34
Let's face it: Financial advisers struggle when it comes to attracting millennial clients. David Lyon of Oranj offers some solutions to stay ahead of the curve.
June 08, 2016 | Runtime: 1:56
With advisers easily blinded by the next hot technology trend, Pershing's Ram Nagappan explains how sometimes it's better to get back to basics before you begin chasing the next big thing.
June 08, 2016 | Runtime: 2:07
Managed accounts may be in a resurgence in 2016, according to Pershing's John Brett. But could they get a boost from the Labor Department's new regulation?
March 21, 2016 | Runtime: 2:04
When Erica McGinnis of AIG looks around at a major meeting with regulators and sees that 12 of the 15 executives in the room are women, she isn't surprised, but she does appreciate that change is happening.
March 21, 2016 | Runtime: 2:21
Women in financial services can learn a lot from Col. Jill Morgenthaler. She spent decades on the battlefields of Bosnia and Iraq and offers three lessons that work in any sector.
March 21, 2016 | Runtime: 2:18
Amy Webber of Cambridge says her earliest mentor taught her the best way to avoid the glass ceiling. Check out how she's always continued to rise and learn how Cambridge is attracting more women into the profession and keeping them on track.
March 18, 2016 | Runtime: 2:14
Despite recent success, only 2% of mutual funds are managed by women, according to Morningstar. Schwab's Marie Chandoha says more women are joining the industry, but fewer are progressing into senior leadership. How is Schwab working to fix that?
March 18, 2016 | Runtime: 2:29
The notion women only want to be mentored by other women is ridiculous, according to Trisha Miller of W.P Carey. She explains how strong male mentors, many of whom want their own daughters to have avenues for success, are changing their behaviors.