by Dan Luner | Mar 29, 2018 | News, Resume and Internship Hub
This week, the Envestnet Institute On Campus and DAKdirect hosted a webinar series (led by Jim Seuffert, Steve Clark, and Jordyn Rosen) discussing how it is time to create intentional hiring. The series was a success with many more firms now knowing the methodology...
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 19, 2018 | Interesting Articles, News, Women In Wealth Management
On the most-recent edition of “Walk the Talk,” Bloomberg’s Jordyn Holman discussed Goldman Sach’s diversity initiatives with Bloomberg’s Scarlet Fu and Lisa Abramowicz on “Bloomberg Markets.” Approximately 40 percent of entries into...
by Dan Luner | Mar 14, 2018 | Interesting Articles, News
Frank Paré is the 2018 President of the Financial Planning Association and president and founder of PF Wealth Management Group in Oakland, California. Paré wrote a noteworthy op-ed for FinancialPlanning on what the industry can gain from fostering and prioritizing...
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...
