Cynthia Hewitt and her team managed $1.4 billion prior to retiring from Merill Lynch in 2018.
The pandemic has accelerated the pace of change for advisors, clients and regulators.
The data contradict early predictions that Covid-19 and the stresses of quarantine would cause divorce rates to surge.
Patel shepherded some of Goldman’s highest-profile relationships with investors around the world.
Rachel Sloan now wants to see more of the U.S. by camper while working remotely.
The resources address issues such as developing equitable hiring practices and a welcoming work culture.
Many couples falsely believe their divorce attorneys will provide them with tax guidance.
Australia is among the countries that can claim some success in tackling gender inequality.
Minority communities will soon be the majority in America, said speakers at the CFP Board Diversity Summit.
Women control ever-larger amounts of wealth, and research shows many of them prefer working with female advisors.
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