Unlike other roles in financial services focused on diversity and employee wellbeing, Shareen Luze’s new position at RBC Wealth Management sits within the business.
Increased awareness and enhanced technology platforms have helped make it easier for individual investors to access previously unavailable asset classes.
With a $50 million Series B in the rearview mirror, Altruist hired Grace Mellis as its first chief financial officer and Adam Grealish as its first head of investments.
Gitterman Wealth Management co-founder Jeffrey Gitterman on how his firm focuses on sustainable investing, making sense of ESG data and where he sees opportunities for advisors to grow.
Gerry Goldberg, CEO and co-founder of GYL Financial Synergies, describes how a simple sketch on a restaurant tablecloth turned into an RIA with 3X revenue and $8.5 billion in assets in five years.
Join this webinar on August 10th at 2pm ET / 11am PT as experts discuss the WealthTech trends that are disrupting the wealth management industry, and how key market leaders are diversifying and leveraging technology to gain a competitive edge.
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