Stay updated with breaking news from Stella Secunda. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
The "business case" for improving industry diversity may be how to get leadership onboard, according to speakers at a think tank during Wealth Management EDGE.
Too many RIAs fail to clear a path for junior advisors to take over, threatening the future viability of the business.
Carina Diamond details her personal approach with clients in the first episode of season two of the Focused on the Future podcast.
Inspiring change and empowering women in the financial services industry is the mission behind Excell Represent. While the journey towards equality is gradual, the financial world is making strides with the representation of women in wealth...
Succession planning is at the heart of Carina Diamond's mission to help make financial services less male, white and straight.