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Encouraging more Hispanic advisors; insights from a $1B firm founder

What can the investment and wealth management industry do to boost diversity?

New yorkUnited statesAngie spielmanLorenzo esparzaLos angelesLoyola law school at marymountJp morganBear stearnsApollo groupLehman brothersHispanic heritage monthManhattan westLoyola law schoolLoyola marymountCountrywide mortgage lenders

HBO s Succession teaches lessons for financial advisors

With a warning that spoiler alerts are plentiful, FP asked professionals for their thoughts on the hit series and found many parallels with common industry issues.

United statesFarmington hillsHeather goodmanJesse armstrongLogan royMichael tiedemannAngie spielmanMonish vermaEric beckerLukas matssonRoman kieran culkinConnor alan ruckBrian coxMorgan stanleyMarcia roy hiam abbassJames gorman

How investors and financial advisors are dealing with recession worries

The latest data on contracting economic growth means a recession in popular terms, but not in official ones.

New yorkUnited statesMenlo parkNational bureau of economic researchUnited kingdomJim pratt heaneyAngie spielmanMonte carloJames coxTodd mackayJulius shiskinIraklis kourtidisLos angelesPaul krugmanNew york timesCommerce department

Manhattan West Promotes Angie Spielman

Spielman has years of experience as a financial advisor and concentrates on empowering women to build wealth.

New yorkUnited statesLorenzo esparzaAngie spielmanManhattan westHistory month

Manhattan West s Angie Spielman hopes promotion brings inspiration

The veteran advisor who was inspired by her mother takes another step for women in the industry.

New yorkUnited statesLorenzo esparzaAngie spielmanSan diego jewish academyManhattan westHistory monthAsset managementFinance committeeSan diego jewishLatin americanWealth managementIndustry newsCareer advancementCareer moves

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