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Samantha Russell's educational how-to blogs, social media posts, email newsletters and YouTube videos have been empowering advisors to take digital marketing by the horns.
Luke Winskowski readily admits that Thrivent's effort to rebrand itself as an advice-driven company is a “significant effort” for a legacy insurance company.
Craig Young, one of the youngest members of Andy Sieg's executive leadership team at Merrill Lynch, is charged with ensuring all 14,000 of the Thundering Herd are working toward the same goals.
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.