The Latest

The money managers slashed their support of ESG shareholder proposals amid a Republican-led backlash against sustainable investing.

These two demographics are expanding their wealth and savings, despite economic challenges that cut across their age groups.

Brooke DeWyze is the Chief Development Officer for PCF Insurance Services. She is responsible for driving M&A strategy, forging industry partnerships, enabling acquisition growth, and cultivating relationships with prospective agencies and key stakeholders. Brooke also leads due diligence processes.

Cloud-based, password-protected accounts are becoming increasingly important for advisors to discuss with clients during the planning process.

Casey Jorgensen is the head of the Dynasty Institute for Adaptive Leadership (DIAL) at Dynasty Financial Partners, where she helps leading wealth management firms improve efficiency, growth and margins.

She played a key role in expanding DIAL's programs and the Dynasty Women's Network. Previously, she was a business development strategist at Raymond James, focusing on advisor coaching and succession planning. Her insights have also appeared in Barron's and AdvisorHub, and she's a frequent speaker at industry events. She is also active in her community and holds a BA in business administration, CFP, whole family advisor associate and registered corporate coach designations.

An industry recruiter sees RBC Wealth Management's appeal as lying in its international presence and clean reputation.

Racquel Oden, HSBC's head of wealth and personal banking in the U.S., talks about how to guide clients through a year of political and economic upheaval.

Today's clients are looking for planners who stand out online as they try to make sense of newly available information and tools, according to two expert panels.

Einat Steklov is the CEO and co-founder of Kashable.

With more than a decade of experience in a variety of executive roles at high-growth technology companies, Angus McDonald is the Co-Founder and Chief Executive Officer at Cover Genius overseeing the global expansion and development of Cover Genius across industries.

Before Cover Genius, Angus was the VP of International Business Development at iClick Interactive, and Head of Publisher Partnerships at Yahoo!. Angus has a Bachelor of Science in Mathematics and Computer Science from the University of Technology Sydney and is a passionate contributor to rural and youth wellbeing programs through personal efforts and those of CG Gives, the philanthropic arm of Cover Genius.