The firm has two programs designed to move the needle on diversity, equity and inclusion — its Female Advisor Community and its Neurodiversity@Work program.
In her role as global chief of staff in Goldman’s new consumer and wealth management division, Jin is working to build a digital bank that helps people across underserved backgrounds achieve their financial goals.
This year’s results show how the industry’s top employers are shining even as, in many cases, their workplaces have become a constellation of home offices.
Check out what the firms that made the Best Places to Work list this year are doing to make employees happy.
PBS Wealth Group is located in Newport Beach, California.
The largest independent broker-dealer reported forgivable loans to recruits of $419.2 million at the end of last year. Forgivable loans are one of the most common ways broker-dealers use to attract recruits.
Latest benchmarking study shows compensation representing 74% of RIA expenses and growing by 4% annually.
Duckett succeeds Roger Ferguson Jr., who had announced his plans to retire. She was most recently CEO of Chase Consumer Banking.
The product will initially be distributed by four Black-owned banks, and JPMorgan will share the assets and fees generated with those banks.
Cetera is offering a standard range of transition money to Voya's 900 advisers while LPL is flexing its muscle, according to several market sources.
Oregon’s Price Financial Group will use Carson's resources, including infrastructure and technology.
The competition for high-quality advisers and advisory firms, combined with an insatiable thirst for growth, is creating more choices for advisers as to both whom they partner with and how they choose to structure that relationship.
Speakers at Women in Asset Management summit say diversity and inclusion efforts can begin anywhere.
Sunayna Tuteja will assume a new role as the central bank’s chief innovation officer.
These five steps can help leaders effectively manage the challenge of gender bias.
The pair of advisers in Denver marks the registered investment advisory firm’s first foray into Colorado.
Minority-owned firms have a more challenging road to land funding, without which firms are unable to reach the next level of growth or attract the intellectual capital needed to take on competitors.
Digitalization could increase the market value of your RIA, a vital consideration in succession planning and enterprise value.
