by Dan Luner | Apr 13, 2018 | Interesting Articles, News, SRI, ESG, and Impact Investing
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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 | 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 | 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,...