Managing compliance risk has solidified its position as potentially the most expensive aspect of running a financial planning firm.
Providing an exemplary client experience, enabled by both technology and your own expertise, will bring your business to the next level. Here’s why:
AssetBook CEO Marwa Zakharia was recently named one of WealthManagement.com’s Ten to Watch in 2023, an elite list of innovators and influencers set to change the industry in the year to come.
Despite efforts for equal gender representation in the workplace, less than 28% of all financial advisors are women. Gender equality is an oft-discussed issue, but it’s time for financial service companies to go beyond table stakes. We need meaningful action to increase female representation.
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