From InvestmentNews
0 visitor like this article | Viewed 3015 times | 0 comment
Summary: As I reflect on my path, and that of other women on Wall Street, I have seen the good and bad. I am frustrated by the lack of progress in some areas, but encouraged by my peers, who have attained positions they would not have had when I started, or even 10 years ago. I have enormous respect for those women, because they had to succeed in a corporate atmosphere where merit can be less important than politics. In watching them, as well as reflecting on my own success, I have learned invaluable lessons.
From Harvard Buisness Review
0 visitor like this article | Viewed 3638 times | 0 comment
Summary: All CEOs will inevitably leave office, yet research has long shown that most organizations are ill-prepared to replace them. In this article, we review the most salient studies of succession planning and offer context from experts on the process of picking new leaders for organizations.
From LinkedIn Pulse
Added on November 2016 in Form an RIA
1 visitor like this article | Viewed 3246 times | 0 comment
Summary: Looking to free themselves from limitations they are feeling in the wirehouse world, advisors will typically embark upon an exploration of the independent space since it allows for the highest level of freedom and flexibility.
From Investopedia
1 visitor like this article | Viewed 4451 times | 0 comment
Summary: Technology has had a tremendous impact on a number of different industries, and financial services is no exception. According to a recent study by RIA in a Box, advisors that use at least two technology solutions grew assets faster in 2015 than those that used none or just one.
From IRIS
Added on November 2016 in M&A Issues
1 visitor like this article | Viewed 3852 times | 0 comment
Summary: Mergers and acquisitions have become a popular business strategy for companies looking to expand into new markets or territories, gain a competitive edge, or acquire new technologies and skill sets.
