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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
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Summary: Bob Veres and Jean Sinclair hosted the Insider’s Forum in Nashville in the week before Hurricane Irma shut down other conferences in the city. The conference was well-attended by executives from RIA firms and by industry practice management experts. The result was a conference with engaged attendees and deep-content presentations. One new, foreign attendee asked me, “Is the level of presentations always this good in US advisor conferences?” Sadly, the answer is no! But these are my notes about the trends presented at this one.
