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...
by Dan Luner | Mar 9, 2018 | News, Resume and Internship Hub, Women In Wealth Management
The Envestnet Institute On Campus (EIOC) proudly published its first-ever Annual Report this week. After much success between inception in 2015 and the end of 2017, the program has gone beyond effective measure and is thrilled to show stakeholders the progress of its...
by Dan Luner | Feb 28, 2018 | Interesting Articles
Earlier this month in Fort Lauderdale, Florida, students from across the nation competed in the inaugural student fintech competition at the T3 Advisors Conference. According to Financial Planning, the knowledge of fintech is becoming increasingly more important as,...
