The platform it's buying, HiddenLevers, allows advisers to perform portfolio- or security-level stress tests to measure sensitivity to macro-level risks.
Opening up the books will put pressure on companies to hire more women and also allow the industry to acknowledge the firms that succeed. There’s no reason for companies to keep investors in the dark about diversity.
The 430-page rule updates the agency's marketing oversight for the first time since 1961 and applies to social media communications.
Ally Invest President Lule Demmissie shares her experience as a leading woman in fintech breaking down internal barriers for gender equity.
The companies are the latest that work with thousands of financial advisers to make plans for employees or work with local officials to ease the introduction of vaccines.
Vedder Group, a four-person team in Tallahassee, Florida, is using the services of Integrated Partners, with Fidelity as its custodian.
CEOs and other women in the fintech C-suite are spearheading the sector's progression and paving pathways for gender equity.
Advancing women in the workplace must be a wealth management priority. Here are ways firms can create change.
Some firms offered help with the cost of technology or other tools employees needed to make it easier to work from home, while others offered fitness distractions by moving weekly employee yoga classes online.
Advisers don’t have to join the bulls, but they better join the discussion.
The father-and-son team at Dawson Wealth Management Group joins the wirehouse in San Diego.
A three-adviser, three-associate team is joining the firm in San Antonio.
The bank continues to cut costs and simplify its broad wealth management business. Just last month, Wells Fargo said it was selling its asset management business, with $600 billion in assets, to two private equity managers.
The last year has been tough, and female financial professionals have felt pulled in many directions.
Most of the winning workplaces have implemented policies to actively hire and retain a more diverse staff.
Wealthsimple will transfer all of their existing U.S.-based customers to Betterment, and will no longer support accounts based in the U.S.
Doche Financial Consulting Group is based in Scottsdale, Arizona
With $125 million in fresh funding, Stash officially launched Smart Portfolio to allow users to opt-in for fully managed portfolios.
The Commonwealth Financial Network advised outside recruiters not to engage with MassMutual's reps. The company doesn't want to step on any toes due to a licensing agreement involving a tech firm it once owned.
MoneyLion is buying out the financial planning software startup just a few weeks after its SPAC deal and values the firm at $2.9 billion
