In|Vest West 2018 Direct

Jillian Berry is the senior director of StrongHer Money at RFG Advisory.

StrongHer Money is a purpose-built program for RFG advisors looking to increase engagement and deepen relationships with women clients by enhancing how they attract, win and serve women at all life stages.

José Torres, senior economist at Interactive Brokers, breaks down the FOMC decision and Fed Chair Jerome Powell's press conference.

Mary Delaney is CEO of Karbon, where she works closely with accounting firms to optimize their operations through technology. She has over 20 years of experience driving growth, transformation and innovation in B2B software who brings unique insight into how firms can streamline workflows, improve collaboration and leverage connected ecosystems to drive efficiency and growth.

Residents exiting Massachusetts took a net of $4.2 billion in adjusted gross income with them in 2023, one of the largest totals in the country.

Women control trillions globally yet remain underserved by financial advisors. Avoid these common missteps to build trust that lasts.

Commonwealth was hit with the landmark penalty over its advisors' mutual-fund recommendations the year before its acquisition by LPL Financial. But it will pay only a fraction of that now.

A new study finds that the industry's efforts to recruit more women is paying off — but it will take further investments to reap the potential business opportunities.

Oil-driven volatility is fueling client anxiety, but advisors say steady messaging helps keep clients invested.

Chris Allen is a senior managing director and the Payments Sector leader at FTI Consulting.