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Wealth Solutions Report Names Top Women Industry Leaders Of 2023 As Second Installment Of Pathfinder Awards Series For The Year

/PRNewswire/ Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and.

United statesChristina cavalliLarry rothRobertson stephensAmanda teepleCindy taylorLiz fritzPam friedmanDiana brittonLibet andersonJennifer kimAmal hagisufiJames millerAngie herbersErinn fordWealth solutions

F2 Strategy Co-Founder Liz Fritz on the human element in wealthtech decisions

The wealthtech consulting firm's chief commercial officer argues that if you don't know what makes you special as an advisor, your tech won't help you grow.

United statesLiz fritzJustinl mackWall streetFinancial planningFuture proof festivalWealthtech reporter justinFuture proofFuture proof 2022Wealth managementPractice and client management

Partners and IDiF launch asset management collaboration

The fintech startup will donate a free year of its services to members of The Center of Innovation for Diversity, Equity and Inclusion in Finance.

United statesRodney herentonLiz fritzRachel robasciottiMaya philipsonJamesl knight foundationDevon drewAsian americanBilal littleSocial capitalSocial justice all cap globalAsian americansPortfolio managementAsset allocationsDiversity and equality

Why wealth management s diversity issues go deeper than demographics

Even if headcounts become more diverse, progress will stall if the culture of the industry isn't addressed.

United statesKate healyPaul lallyLiz fritzDanika waddellSapna shahPault lallyMental health americaBoard centerXena financialFinancial planningAngeles investmentsWorkplace toxicityHealth americaKamila elliottChair kamila

Bento Engine Announces Investors, Seed Funding Round

Proactive actions in the advisor tech stack have been talked about for a long time. Will this startup finally deliver?

Greg friedmanDoug fritzMarty bicknellShannon euseyJen goldmanGavin spitznerLiz fritzAnton honikmanKelly waltrichOrion advisor solutionsBento engineMariner wealthBeacon pointe advisorsOrion advisorWealthspire advisorsPrivate ocean

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