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Summary: Earlier this week, Tina Powell of the RIA Beacon Wealth Management moved to go after novice female investors with SheCapital, a robo-advisor service launched as part of a separate RIA of the same name.
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Summary: If you want to find the next generation of talented advisors, you may need to know which schools are educating them.
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Summary: When investment advisers who are sole proprietors die unexpectedly without a continuity plan in place, the firms where they house client assets react rapidly.
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Summary: You have a new colleague who’s smart, driven and maybe reminds you a bit of yourself when you were new. This person has expressed an admiration toward you and asks you to be his/her mentor – should you say yes?
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Summary: While there are criteria for who can join the classes of Schwab's Executive Leadership program, youth alone is not one of them. The two members of the program's inaugural class interviewed for this article are younger than the average advisor, but they’re not recent college graduates.
