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Unprecedented collaboration launched to take on the underrepresentation of women in financial advice

/PRNewswire/ Women make up more than half of the U.S. population, but only 20% of financial advisors. The underrepresentation of women in wealth management.

United statesTrevor nortonMarty bicknellLauryn williamsRon carsonLisa aldapeMolly fletcherNicholas rossFidelity brokerage servicesFidelity investmentsFinancial independence groupCarson group holdingsCarson groupNational financial servicesLaunches excellFidelity institutional

Eaglebrook Adds ARK Actively Managed Crypto Strategies to Platform

ARK strategies represent fundamentally different approaches than Franklin Templeton investments added last month, per CEO.

Sankt peterburgChris kingCathie woodMarty bicknellT neil bathonMark casadyRic edelmanFranklin templetonResearch networkEaglebrook advisorsPetersburg flaMariner wealth advisorsCastle island venturesBrewer lane

Three Standouts From AdviceTech Live 2022

Lasso, IncomeConductor and Bento Engine stood out from the AdviceTech.Live virtual demos pack.

Philipp heckerMarty bicknellShannon euseyPhil lubinskiSheryl oconnorGavin spitznerAnton honikmanAdam holtKelly waltrichOrion advisor solutionsDecumulation technologyTech livePresident becca longSherylo connorSocial securityMicrosoft dynamics

Mariner Wealth Advisors Adds $256M Executive Wealth Counselors

Pittsburgh office will become Mariner’s 77th US location as firm continues inorganic growth push.

United statesMarty bicknellLouis valliCommonwealth advisory groupMariner wealth advisorsOverland parkExecutive wealth counselorsExecutive wealth counselorWealth counselors

Mariner Wealth Advisors selects CAIS to scale alternative investment capabilities

Mariner Wealth Advisors selects CAIS to scale alternative investment capabilities
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