We all have regrets. But for people who claimed Social Security early and now wish they hadn’t, there’s a do-over solution that can reverse an early claiming decision and result in larger future benefits. In fact, there are two do-over opportunities. And for some people, there may be a...
From head count to AUM and board members, there are a multitude of ways to measure the progress of women in the wealth management business. Karen Altfest, executive vice president of Altfest Personal Wealth Management, has her own proprietary method for calculating female advancement in the financial advisory industry. She counts...
The InvestmentNews 2023 Women to Watch Awards celebrate excellence and the women who are making a difference in our industry. On Tuesday, Nov. 7, at Tribeca 360 in New York City, top advisors, rising stars and leaders shaping the wealth management space will come together to recognize each Learn more...
The InvestmentNews 2023 Women to Watch Awards celebrate excellence and the women who are making a difference in our industry. On Tuesday, Nov. 7, at Tribeca 360 in New York City, top advisors, rising stars and leaders shaping the wealth management space will come together to recognize each Learn more...
The InvestmentNews 2023 Women to Watch Awards celebrate excellence and the women who are making a difference in our industry. On Tuesday, Nov. 7, at Tribeca 360 in New York City, top advisors, rising stars and leaders shaping the wealth management space will come together to recognize each other’s talents...
The InvestmentNews 2023 Women to Watch Awards celebrate excellence and the women who are making a difference in our industry. On Tuesday, Nov. 7, at Tribeca 360 in New York City, top advisors, rising stars and leaders shaping the wealth management space will come together to recognize each other’s talents...
When Rita Robbins was an operations manager at a Paine Webber branch on Long Island in the 1980s, the firm held staff meetings at a country club that didn’t admit women. No one seemed to care except her. Fast forward about 40 years, and Robbins, who has been named the...
President Biden rarely talks about financial advisors directly. By our count, recent presidents have done so on average once a decade. So when financial advice is the sole reason he’s on the podium, we naturally devour every word. Last week, Biden introduced a Department of Labor rule proposal that would require more...
Charles Schwab’s much-anticipated transition in September for independent advisors from TD Ameritrade’s custodial system reportedly went off without a hitch — but not everyone is happy with the change. It’s been two months since the big move to Schwab Advisor Services — involving 3.6 million accounts among about 7,000 RIAs...
Park Avenue Capital announced a new president and chief operating officer Monday morning. Effective Jan. 1, Daniel McCoy will focus on operations, employment development, strategy, and execution at the firm, which is part of Northwestern Mutual’s exclusive Private Client Group, an elite team of advisors and firms focusing on the...