by Dan Luner | Apr 6, 2018 | Interesting Articles, News
Tash Elwyn explains the goals of Raymond James’ Black Financial Advisors Network, and the firm’s other diversity efforts in this article for InvestmentNews. Elwyn is president of Raymond James & Associates, Private Client Group, and executive sponsor...
by Dan Luner | Mar 26, 2018 | Interesting Articles, News, Women In Wealth Management
Jeff Benjamin wrote a great piece on how and when we can expect a real improvement in gender diversity in wealth management. The article from InvestmentNews explains the industry’s need to change the perception of wealth management from ‘old boys’...
by Dan Luner | Mar 13, 2018 | News, Women In Wealth Management
Two leaders of the Envestnet Institute on Campus Women in Wealth Management team were recently honored for their efforts as women within the industry. Cheryl Nash, President of Investment Services at Fiserv and Noreen Beaman, Chief Executive Officer at Brinker Capital...