SEPTEMBER 1, 2018

What Stops Women in Finance? It’s Culture, Culture, Culture

John Kador

All the well-meaning policies the industry rolls out to promote women will be ineffective until the cultural perceptions of the industry change.

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Technology

Riskalyze Fintech Report Card: August 2018

Aaron Klein

Riskalyze CEO Aaron Klein gives the thumbs up or thumbs down on the biggest news to hit advisor technology in the previous month.

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Industry

Wells Fargo Moves Bank-Based Brokers Under Wells Fargo Advisors Leadership

Michael Thrasher

The head of Wells Fargo Wealth and Investment Management also announced a search for an operations executive to further improve the unit’s efficiency.

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Don't Cry For Me: Five ETFs With the Greatest Exposure to Argentina

Wealthmanagement.com Staff

Thanks to a plummeting currency and a bungled communication over a $50 billion loan from the IMF, investors are wary of Argentina.

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Technology

Six Charts Showing Tech’s Impact on Wealth Management

Samuel Steinberger

It’s more than just dollars and cents.

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Practice Management

Three Revenue-Generating Rules for Creating a Client-Centric Culture of Service

Page Snow

Customer service is critical to creating customer loyalty.

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