Katherine Jollon Colsher will succeed Janet Cowell as head of the organization, which works to ensure that 30% of investable capital will be managed by women by 2030.
Now that Labor Day has come and gone, many who were given the option of working from home are itching to learn what comes next.
Forest Williams Jr. of The Opus Group of Virginia specializes in asset management and retirement income planning, and will join the firm from MML Investors Services.
When a client lives beyond their means, it creates nothing but headaches for the executor of their estate.
FINRA alleges Wells Fargo failed to properly supervise variable annuity switches.
Critics and supporters of the Labor Department's fiduciary exemption proposal spoke during an all-day virtual session.
Creative Planning's Peter Mallouk made his first-ever conference appearance at Wealth/Stack in 2019.
Wealth Enhancement Group acquired its third New York office.
