Joena Bartolini Mitchell accused her former supervisor of discriminating against her based on her gender, just one in a long list of sexual harassment instances at the firm she details.
This WMIQ study of 300+ high net worth investors examines why they choose advisors, why they don’t choose advisors – and what you can do to attract more of them to your advisory practice.
Innovayte, headed by Catherine “Cat” Davies, will seek to work with “entrepreneurial” independent RIAs and broker/dealers with between $100 million and $800 million in AUM.
A survivor of the Wall Street brokerage culture of the 1990s, the Ellevest co-founder said success in financial services today is found in diversity and collaboration.
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