Gillian Albert
Gillian is Director of Client Services at InvestmentNews.
Gillian is Director of Client Services at InvestmentNews.
The rise of companies utilizing financial technology (fintech) over the past five years can no longer be ignored…
https://www.investmentnews.com/wp-content/uploads/assets/graphics src=”/wp-content/uploads2016/12/CI1084411222.JPG” There’s no more daunting task than creating a succession plan for…
The wealth management sector is undergoing unprecedented transformation, with much of the attention focused on reshaping the client-advisor…
How registered investment advisory firms operate, the advice models they use, and the composition of their teams is…
Barring any last-minute change coming from the new Administration or Congress, the Department of Labor’s fiduciary requirement for…
From an issue that was hardly a blip on the radar screen of adviser concerns just a few…
The cost and complexity of developing effective compensation programs for advisory firm employees represents an ongoing challenge for…
Leadership implies action, and leaders of advisory firms facing the challenges of a fast-changing environment often are unsure…
https://www.investmentnews.com/wp-content/uploads/assets/graphics src=”/wp-content/uploads2016/12/CI1080911129.JPEG” You’re successful, competitive and resourceful. Most of all, you’re someone who…
While financial services have traditionally focused on the economic well-being of the client, engaging with the client in…
