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 — 5:48 AM UTC

'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 — 5:19 AM UTC

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 — 5:16 AM UTC

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 — 2:19 PM UTC

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 — 2:09 PM UTC

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

May 17, 2011 — 2:47 PM UTC
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