by Dan Luner | Apr 27, 2018 | Interesting Articles, News
Unlike retail investors engaged in markets, the general population still doesn’t trust the financial services industry 10 years after the financial crisis. Yet, it appears that technology is one of the factors that has helped the financial services industry build...
by Dan Luner | Apr 23, 2018 | Interesting Articles, News, Women In Wealth Management
Kimberly Beck, Vice President of Advisor Education at Envestnet explains in her most recent LinkedIn article how a visit to her alma mater’s Career Day benefited her more than she would originally have thought. “About halfway through, a graduate a few...
by Dan Luner | Apr 20, 2018 | News, Women In Wealth Management
Envestnet Institute On Campus continued to make its presence known on the Bryant University campus following last month’s event featuring Bryant alumna and Envestnet Vice President, Eileen Hayes. Last week, the Rhode Island-based campus hosted the 13th Annual...
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...
