CI Financial adds Houston's Stavis & Cohen, bringing its US advisory assets to $13 billion
The Ellevest CEO is using her tech to help women who have been disproportionately impacted by the pandemic
The $100,000 fine the SEC imposed on a wealth management firm related to its employees’ text messages shows the need for caution in this area
We want to hear about your experience over the past several months
Telling your personal story will work against you if all you focus on are your industry accolades; it only works when you exhibit humility
Reserve your virtual seat for this impactful summit on planning for 2021
Gray explains how your uniqueness can become a competitive advantage
As people become more aware of the issues facing minorities in society, many are looking to do business with firms that have a diverse team
The LSS Group was drawn to RBC for its entertainment industry connections and fixed-income platform
Advisers can help couples prepare today for survivorship and health care costs
In a virtual world, advisers are planning unique events that are deepening relationships in surprising ways
Veteran of 17 years with $4 billion Atlanta RIA firm replaces Jeff Peller
Philanthropy delivers multiple benefits, but one of the most important is connecting with people uniquely
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
As the potential benefits of sustainable investing become clearer, advisers have an opportunity to add value through education and guidance
Woodward joins from BMO Global and succeeds retiring president Lucille Protas
Retired women in 14 focus groups are worried about rising health care costs
Ginsburg fought for women to have equal access to financial tools like credit cards and mortgages
Honoring and celebrating diversity and inclusion in the advice industry is paramount — now more than ever
