A role model for young women within the finance advice profession
CEO describes efforts to achieve gender parity on both sides of the client relationship
Former Symmetry Partners executive will share the role with Brandon Thomas
The co-CEO and president at Ariel Investments is a relentless advocate for equality
Broadridge report finds ESG accounts for 10% of assets in active equity funds
The firm separated hedges into two buckets, which is a Reg SHO no-no
Schwab’s chief global investment strategist Jeffrey Kleintop joins Jeff Benjamin and Bruce Kelly to chat about the global markets and how they’ll react to the U.S. elections
Meet 23 female leaders advancing the financial advice business
Family-run Hendrix Group Financial Services is based in Birmingham, Alabama, and had been affiliated with Securities Service Network
Corbin Lambert, who ran his own RIA firm, is also affiliated with Securities America according to the BrokerCheck database
