After enhancing client care, portfolio manager attracted more business during pandemic and has her sights set on $1 billion
Event boasts 24 prestigious categories designed for leading advisors, teams, fund providers, BDMs, service providers and more
Does number of female winners at 2019 WP Awards suggest changing of the wealth management landscape?
Standout industry performers gather in Toronto for a night of celebration and recognition
“We should be encouraging women to get extra help, not making them feel inadequate because they can’t do it all.”
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A rising star of the industry explains how her office is targeting $50 million in new assets and 15 new high-net-worth clients in 2019
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Hustle, passion, and a helping hand put one woman on the path to a successful independent practice
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Event celebrates leading figures in the industry during conference and cocktail reception
Ghinel Bozek discusses the importance of understanding what makes your clients tick
Kyle Johnson discusses the changing environment of wealth management and staying on the cutting edge
