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Women see and understand the research underscoring the benefits of diversity in leadership and want to align their investment dollars with this approach.
May 15Nia Impact Capital -
The Wall Street giant distinguishes its custody service by being a pioneer in allowing private equity, private credit and similar investments to be used as collateral for loans to RIA clients.
May 14 -
Three regulatory amendments that are attached to the new "retirement security rule" display the stakes of the legal challenge already brewing in court.
May 14 -
The Wall Street giant plans to use the money raised to originate, underwrite and hold loans backed by high-quality real estate.
May 14 -
Most advisors said they see AI helping streamline internal workflow functions, but very few trust it to make financial decisions.
May 14 -
Tech titans Envestnet and Salesforce said they are partnering to offer a broader, more streamlined platform for advisors.
May 13 -
To remain successful in the workforce of the future, advisors will need to adapt and evolve to find new growth and meet clients' needs.
May 13 -
The mammoth coup far outpaces other recruiting deals of recent memory.
May 10 -
Despite the apparent decline, the independent broker-dealer giant remains one of the leaders in advisor recruiting and merger and acquisition deals.
May 10 -
More than a third of financial advisors will retire in the next decade in a profession in which nearly 3 out of 4 rookies fail to make the grade, creating a headcount problem for the industry.
May 10