Displaying 4 results
How authentic style helps clients turn dreams into reality
Emlen Miles-Mattingly of Gen Next Wealth knows financial planning is as much about values and relationships as it is about numbers and strategies.
Diversifying investment firms’ supply chains poses challenges
Large investment firms make big diversity promises but overall fail to convert those promises to structured spending with women- and minority-owned firms.
How firms can win the next generation of talent
Wealth management firms vying for next-gen talent must rethink long-held expectations about how, where and why people go to work, according to speakers at InvestmentNews' 40 Under 40 gathering.
Advisers searching for new and diverse talent should cast a wider net
Building a more diverse workforce solves multiple challenges currently facing the wealth management industry.
