1 visitor like this article | Viewed 77 times | 0 comment
Summary: The financial services industry still has a woman problem, even as a new generation is entering the industry. According to a recent PricewaterhouseCoopers survey, half of millennial women felt that promotions in the financial services industry are biased toward men.
0 visitor like this article | Viewed 79 times | 0 comment
Summary: HighTower Advisors, a hybrid advisory firm whose trajectory has been closely followed as a barometer for success of the independent model, made a presentation last week on taking the firm public, according to sources who requested anonymity because they did not have permission to speak publicly.
1 visitor like this article | Viewed 68 times | 0 comment
Summary: Taxi services think inside a box. So did Blockbuster. So does Microsoft.But here’s the thing. Uber, Netflix, and Apple also think inside boxes. So do you. So do I.
1 visitor like this article | Viewed 129 times | 0 comment
Summary: As June begins and the busy spring conference season comes to an end, it's time for the annual summer slowdown in the advisory business - when clients begin to travel and are harder to schedule for meetings, advisors themselves go on summer vacation with family, and there's a lot (or at least a little!) more time for relaxing and reading books.
1 visitor like this article | Viewed 74 times | 0 comment
Summary: Financial technology is booming.CB Insights reported that global investment in fintech companies grew from $4 billion in 2013 to $12 billion in 2014. The majority of that money is coming from traditional banks and insurance companies, but the two biggest fintech spenders are actually the investment arms of Google and Intel.
