In this interview, Michelle discusses her decision to leave the wirehouse world 6 years ago (she was a “breakaway broker” long before the term was even coined), her partnership with her mother, and her vision for Source Financial...
President Obama has chosen his chief of staff Jack Lew to succeed Tim Geithner as the new Secretary of the Treasury, and many are already speculating that Lew will be good for Wall Street.
Like Robert Rubin, the Treasury secretary under Cl...
Some younger financial advisors are “tricking” out their offices to attract Gen X and Y investors. Here are what a few are doing to create office spaces more akin to those of Google than IBM.
Over half a century (and counting) working as a financial advisor, Laura Baron, 93, has seen the industry transformed. But, she says, it’s still a man’s world.
NOVEMBER, 2012 – Irving, Texas - TechLeaders, the annual broker-dealer technology conference, has announced the creation of the TechLeaders Advisory Board, a group of top financial industry executives dedicated to enhancing dialogue between...
