by Dan Luner | Apr 16, 2018 | Interesting Articles, News, Women In Wealth Management
The gender gap in the wealth and asset management industry is one of the few gaps that is gradually narrowing. As money managers aim to catch the eye and serve women with high assets, those women will also express their values through their portfolios. The impact will...
by Dan Luner | Apr 13, 2018 | Interesting Articles, News, SRI, ESG, and Impact Investing
Click the Image for Full Article
by Dan Luner | Apr 9, 2018 | Interesting Articles, News, Women In Wealth Management
Put Women in Leadership Positions. A recent Edward Jones survey suggests that one solution to creating more gender diversity in the financial services industry is promoting more women into leadership positions. In fact, 52 percent of survey respondents think this is...
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 | Apr 4, 2018 | News
Envestnet was among the discussion of many at Bryant University over the past week as the Office of Alumni Engagement hosted an event featuring a member of both communities. Speaking at this event was Bryant alumna, Eileen Hayes ’07, Vice President of Asset Manager...