Por: Forbes Business February 02, 2023
Forbes/SHOOK Top Women Wealth AdvisorsForbes Forbes' top advisor rankings, developed by SHOOK Research, are the only advisor rankings with a focus on quality, including interviewing advisors in-person, virtually and by telephone. Unlike other advisor rankings, SHOOK is not a “robo-ranker.” Numbers such as production and assets don’t tell the whole story, especially when much of the data is self-reported. SHOOK Research creates... + full article
Forbes USA Business February 02, 2023
In 2017, Forbes released its inaugural ranking of America’s Top Women Wealth Advisors, which featured women advisors who were defying the norms of a male-dominated industry and managing some of the most successful practices in the country. Today, the women featured on the... + más
Methodology: America’s Top Women Wealth Advisors 2023 | Forbes
Stock market losses wipe out $9 trillion from Americans' wealth | CNBC
Business Insider USA Business January 19, 2023
Goldman Sachs posted its worst quarterly results since the pandemic on January 17. With dealmaking at a standstill, investment banking fee revenue plummeted to $1.78 billion in the fourth quarter of 2022, down 48% from a year ago. CEO David Solomon acknowledged that a stronger... + más
Google and Amazon are two of the biggest poachers of Goldman's tech talent. We mapped out the top 10 firms snapping up the bank's recent departures. | Business Insider
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Forbes USA Business January 18, 2023
Racial Wealth Inequality Has Persisted for Decadesgetty Wealth inequality by race remains staggeringly high, but it has gradually declined throughout the pandemic. This is different , when after 2007 the disparity between Black and Latino households, on the one hand, and White... + más
When It Comes To Income Inequality In America, College Towns Are Often The Worst | Forbes
Why Income Inequality in America Hasn’t Risen in a Decade | Time
Forbes USA Business November 29, 2022
Many clients view their personal financial advisors as solely focused on investments and retirement. Businesses may reach out to their advisors only at tax time. However, there are many other impactful ways both business and personal financial advisors can assist and guide their... + más
JPMorgan's new affordable advice service lets investors call advisors as often as they want. Here's how it fits into exec Kristin Lemkau's plan to turbocharge the wealth business. | Business Insider
Council Post: Four Strategies For Building Stronger Relationships With Existing Clients | Forbes
Business Insider USA Business November 11, 2022
Sometimes, there can be too much of a good thing. The digitization of financial advisors' workflows has led to big benefits. Automated systems reduce the time spent on documentation, portfolio management, and reporting, freeing up advisors to build their book of... + más
Stitch Fix’s Elevate Grant Recipients Are Diversifying Fashion In Powerful Ways | Forbes
Stitch Fix to cut 20% of salaried jobs, CEO stepping down | Fox Business
Business Insider USA Business November 01, 2022
JPMorgan launched a new program today that allows clients with as little as $25,000 in investible assets to get financial guidance from advisors via phone or video as often as they want.This new Personal Advisors channel is part of US wealth management CEO Kristin Lemkau's... + más
Inside ex-Goldman Sachs banker Gregg Lemkau's big bet on himself | Business Insider
How Gregg Lemkau went from Goldman CEO contender to building a hybrid investment bank catering to billionaires | Business Insider
Forbes USA Business October 07, 2022
Whether up or down, cryptocurrency garners lots of attention: 94% of financial advisors fielded client questions about cryptocurrency in 2021, according to a from Bitwise and ETF Trends. The same survey reports that 47% of advisors hold crypto assets in their personal... + más
Changing Financial Advisors: When You Know It’s Time And How To Make The Switch | Forbes
Crypto CEOs are leaving their jobs. Here's why | MarketWatch
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