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Summary: WealthManagement.com regularly surveys financial advisors as part of our ongoing benchmarking reports. Our most recent survey, completed by 522 representatives of registered investment advisory firms in July and August, focuses on marketing tactics these firms find most important, how they prioritize client communication and their changing attitudes about robo advisors—no longer seen as a threat, but adoption of the technology is still low.
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Summary: Walk around any generic wealth management conference and it shouldn’t take you long to notice that the industry has a diversity problem. The advisor population is overwhelmingly white, older and male.
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Summary:The FPA tapped an advisor with nearly 20 years' experience in financial services as its 2018 president-elect, choosing a career changer and military veteran, the association said Monday.
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Summary: Walk around any generic wealth management conference and it shouldn’t take you long to notice that the industry has a diversity problem. The advisor population is overwhelmingly white, older and male.
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Summary: Though just 40 years old, Shirl Penney has already lived a life of extremes. Nothing is any more integral to his identity than having grown up in extreme poverty and rising above those early years of privation
