Just 11% of US fund managers are women, and fund management teams comprised exclusively of women make up a meager 2% of all equity, fixed income and diversified funds.
New FPA President James Lee outlined the organization’s plans for the new year and the reasons behind its departure from the Financial Planning Coalition.
Ben Harrison to take full control of the Wealth Solutions division.
New research from WealthManagement.com's WMIQ suggests firms are inhibiting growth by minimizing, and in many cases mishandling, marketing and client communications.
Gary Gensler wants to level the playing field for regular folks navigating a fragmented marketplace.
