Displaying 7 results
Let’s innovate by reaching clients via mobile apps
Technology is often one of the most noticeable areas in need of support — especially when compared to other retail or consumer channels, and specifically in terms of mobile apps.
Elevating wealth for women
Ellevest CEO Sallie Krawcheck goes beyond investment management and traditional financial planning to help female clients be strategic about career paths, salary negotiations and other topics that provide real value.
What it means to be iconic
The individuals and firms highlighted in this issue represent the efforts being made to improve service to all clients across the advice spectrum. That description fits this year’s Icon, Sallie Krawcheck, perfectly.
Sallie Krawcheck wants women to take control of their money
The former wealth management executive now running robo adviser Ellevest says women need to invest as much as men do.
Sallie Krawcheck wants Ellevest to change the way women save for retirement
The former wealth management executive's startup robo-adviser tailors portfolios to women's distinct career paths.
Sallie Krawcheck’s women-focused robo, Ellevest, officially launches
Former Merrill and Citi chief executive says the digital adviser answers womens' investing needs.
Sallie Krawcheck announces funding for launch of women-focused robo-adviser
Concept of gender-specific automated investment service takes off with the second of its kind just a month after the first launched.
