Is It Different for Female Financial Advisers? Why the Industry Needs a New Conversation
By the year 2030, women are projected to control $30 trillion in financial assets in the US alone. That is not just a headline. It is a call to action for an industry that, by its own metrics, still struggles
AI & the RIA: Getting Smart About Artificial Intelligence
Star Trek fans of The Next Generation and later iterations of the popular sci-fi series are familiar with the motto of the Borg, the humanoid-cyborg race bent on galactic dominance: “Resistance is futile.” In some ways, the Borg have provided us