Special Program Root Tag

It may seem simple enough, but identifying how advisory firms are growing is a bit more elusive, John Furey writes.

Environmental, Social, and Governance (ESG) principles have moved from nice-to-have to business critical. Hear how Citi is facilitating and driving change.

Now is a crucial time to build and cement the bonds of trust between you, your clients, and your colleagues, says Kimberly Foss.

The brokers collectively generated more than $88 million in annual revenue while overseeing nearly $15 billion in assets under management.

The fintech world is expanding at a sometimes breathtaking pace. Much of that growth is driven by venture capital, but how do VCs decide which companies to invest it in--or not? Join Greycroft partner Will Szczerbiak in a discussion with Olugbenga Agboola, the founder and CEO of Flutterwave, the San Francisco-based startup building the largest payments infrastructure in Africa. Guest host James Ledbetter, editor and publisher of the fintech newsletter FIN, will explore these questions: What are VCs looking for in a fintech startup? What are the hottest fintech sectors in 2021? How has the rise in fintech valuations affected the market? Where will growth be strongest in the next few years?

At an average age of 37, the top-producing brokers operate in 18 different states, plus the District of Columbia and Guam.

Emerging consumer attitudes toward privacy threaten to overturn long-standing industry assumptions about customer data and personalization.

An exclusive Arizent consumer survey indicates that consumers are becoming increasingly uneasy with the tradeoff of letting companies use their personal data in exchange for a customized experience. What does that portend for the future? Mark Weinstein is already tackling this head-on in the social media sphere. Join us in a conversion with Mark Weinstein, as we discuss: Privacy and security Combating the virus of disinformation Corporate social responsibility and ethical business practices

The systems are expected to be updated by the end of April, following calls from financial advisors on social media to make a change.

The 20 funds in this ranking carried an average expense ratio of more than twice the broader industry.

Collectively, the brokers generated $167 million in annual production and oversaw $37 billion in combined client assets.

These elite producers in some cases operate far from Wall Street, even as they work for well-known wealth managers such as UBS, Merrill Lynch and Ameriprise.

The top 20 more than doubled the gains of their fixed-income industry peers.

“I diverged from the generic ‘dialing for dollars’ path to advancement and set out to learn from entrepreneurs and leaders from books,” writes advisor Chip Munn.

Just like the industries that they cover, the lack of Black representation among news outlets acts as a barrier against understanding and eliminating systemic racism.

Join Jim McKelvey, co-founder of Square as he offers his insights into where the Fintech industry is headed next year. Will a Biden administration insist on greater regulation? What will happen in the cryptocurrency markets? What will be the big IPOs in the sector? Will GooglePlex make a big splash? What new technologies or applications should we be expecting?

The flow of assets and capital in manager selection, municipal bonds and business and mortgage capital reveals forms of systemic racism that often get overlooked.

The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem.

Opening a bank or investment account — or even securing employment in a racism-free workplace — is out of reach for many Black Americans.