Articles tagged "Laura Kogen"
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Fidelity's new research unlocks women by fixating on -- men -- but elicits an 'ahem' from a big RIA client
As part of its gender efforts, the Boston giant has crafted a quiz -- one that strikes United Capital's Joe Duran as suspiciously familiar
December 23, 2013 at 5:48 AM
'Ocean's Eleven'-grade RIA sharpies set to play Vegas at MarketCounsel's 2012 Summit
A remarkably varied lineup of industry A-listers are odds-on to spark lively conversation at the compliance confab
August 31, 2012 at 5:19 AM
Fidelity lures a 'game-changing' West Coast practice-management star
Laura Kogen's eclectic skill-set, serious smarts and vivid personality make her a catch
October 24, 2011 at 5:16 AM
Financial advisors need to look at client onboarding in a whole new light
Aite Group study shows that advisors are seeing the critical phase in back office/front office terms, not as a way to excel
July 11, 2011 at 2:19 PM
TD Ameritrade launches an effort to develop women advisors
Schwab and Fidelity do not share the philosophy of specifically targeting female RIAs - and female investors
May 26, 2011 at 2:09 PM
Why Joe Duran believes that classic RIA firms face extinction
Baby Boomers' expectations and rising technology could put a new squeeze on the old model
