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Ann Senne – Head of Advice & Solutions, RBC Wealth Management
PRACTICE MANAGEMENT OCT 02, 2020
Ann Senne – Head of Advice & Solutions, RBC Wealth Management

In the latest episode of the Her Success Matters podcast, Christine Shaw interviews Ann Senne, one of the 2020 InvestmentNews Women to Watch, about economic and gender diversity in financial services

Would a Democratic win impact financial regulations?
REGULATION, LEGAL & COMPLIANCE OCT 02, 2020
Would a Democratic win impact financial regulations?

On this week's InvestmentNews Podcast, Jeff Benjamin and Bruce Kelly discuss whether financial regs will be affected if Democrats win the election

InvestmentNews 2019 Women to Watch Awards
RIA NEWS OCT 01, 2020
InvestmentNews 2019 Women to Watch Awards

These motivational women explain the importance of supporting other women within the industry

First blank-check ETF debuts
MUTUAL FUNDS OCT 01, 2020
First blank-check ETF debuts

The new fund gives investors a chance to participate in one of the hottest areas of the stock market

Focus Financial takes stake in $1.6 billion RIA
RIA NEWS OCT 01, 2020
Focus Financial takes stake in $1.6 billion RIA

Fairway Wealth Management will become the second Focus firm in Ohio

Wealthspire to acquire $1.5 billion StratWealth
RIA NEWS OCT 01, 2020
Wealthspire to acquire $1.5 billion StratWealth

Acquisition of RIA firm will add to footprint in Middle Atlantic states

FPA names Dennis J. Moore 2021 president-elect
PRACTICE MANAGEMENT OCT 01, 2020
FPA names Dennis J. Moore 2021 president-elect

Moore, chief operating officer for Dallas-based Quest Capital Management, is currently completing a three-year term on FPA's board

2019 Rising Star Phuong Luong, Founder, JustWealth
RIA NEWS OCT 01, 2020
2019 Rising Star Phuong Luong, Founder, JustWealth

A role model for young women within the finance advice profession

Elissa Buie, 2019 Alexandra Armstrong Award Winner
RIA NEWS OCT 01, 2020
Elissa Buie, 2019 Alexandra Armstrong Award Winner

CEO describes efforts to achieve gender parity on both sides of the client relationship

Dana D’Auria joins Envestnet as co-CIO
FINTECH SEP 30, 2020
Dana D’Auria joins Envestnet as co-CIO

Former Symmetry Partners executive will share the role with Brandon Thomas