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Liberty Hall Capital Partners Appoints Susan McKenna as Chief Executive Officer of Dunlop Aircraft Tyres

/PRNewswire/ Liberty Hall Capital Partners ("Liberty Hall"), a private equity firm focused exclusively on investments in businesses serving the global.

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Why wealthy women lag male peers in estate planning

A new report by UBS found that despite being planners in their investing, high net worth women are behind their male counterparts in estate planning.

United statesSusan mckennaCarey shuffmanMarianna mamouInvestment officeMarket research associationFidelity internationalAdvice beyond investingLife insuranceMarket researchWealth managementEstate planningIndustry newsHigh net worth

eMoney Advisor Unveils New Research Focused on Bridging the Gap Between Financial Advisors and Americans During Day 1 of Annual Summit

/PRNewswire/ eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today unveiled new research.

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September 2022 Riskalyze Fintech Five

Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

United statesSusan mckennaCarl richardsKurt brownEric clarkeBrian mclaughlinTed obrienJulia robertsCharles schwabOrion advisor servicesRiskalyze fintech fiveChief executive officerNew york times napkin sketch guyFounder eric clarkeOrion advisorOrion wealth management

Retirement Industry People Moves

Robeco appoints global head of sales and marketing; Franklin Templeton transitions 403(b) business to PCS Retirement's Aspire platform; eMoney announces leadership team additions; and more.

United statesMicky onvuralSusan mckennaAlexander preiningerMorgan jonesDave richardsonRachel ecclesSurya kolluriAnne ollenDrexel universityHarvard kennedy schoolUniversity of innsbruckWharton schoolInternational gmbMetlife incNames head of research

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