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...
by Dan Luner | Apr 2, 2018 | Interesting Articles, News, SRI, ESG, and Impact Investing, Women In Wealth Management
Today’s generation of women are taking on the challenges of this millennium with “uncommon vigor and creativity” writes Investopedia’s Marguerita Cheng. She continues to detail that time spent managing family, career, and education are ways...
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’...
