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Articles tagged "Laura Kogen"


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Jylanne Dunne: What's most surprising about the study is how concerned the husbands are that the wives aren't prepared.

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

The M Resort is a sufficient RIA magnet -- though it shares characteristics with a suburban metroplex

'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

Laura Kogen: It's hard to pin me down.

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

Sophie Schmitt: You have to look at the client experience from day zero.

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

Tom Bradley: We’d better be getting our act together and find out the issues so we can do a better job.

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

Joe Duran:  "I think it’s exactly like the travel agency. These one-man shops think things aren’t changing. They don’t realize it until it’s too late.”

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 at 2:47 PM

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