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On The Rise
Diversity and next gen success stories
Each month, our “On The Rise” section spotlights a financial advisor or executive who exemplifies how wealth management is being positively transformed through greater diversity – In terms of gender, culture and age.
37 posts
Evoke Advisors’ David Hou: Standing Out with UHNW & HNW Clients
Pathfinder Awards Winner David Hou of Evoke Advisors Discusses Importance of Intellectual Capital and Private Markets Expertise in…
Entreda’s Yenamandra: Blocking Cyberthieves and Placating Regulators
AAPI Fintech Leader of the Year Describes Vision for Wealth Management Cybersecurity and Advises Firms’ Top Priorities to…
Advyzon’s Hailin Li on the Financial Advisor Experience
Pathfinder Award Winner Describes Vision for Superior User Experience on Comprehensive Platform, Advises on Ways for Industry to…
AssetMark’s Michael Kim: Leaders Must Listen, Understand and Reduce Bias
Pathfinder Award Winner Advises Industry Leaders to Overcome Barriers and Persons of AAPI Heritage to Speak Up, Believe…
WSR Pathfinder Awards – AAPI Top Industry Leaders
WSR Honors Leading Wealth Management Executives for AAPI Heritage Month as Third Group of Pathfinder Awards Winners WSR…
Hightower’s McCartan: Promote Awareness of Industry for Women
Meghan McCartan Advises Spreading Awareness of Wealth Management to Encourage Women in Careers, Listening to Women and Adapting…
Pathfinder Awards Winner Spotswood: Be Fearless, Decisive and Disciplined
RFG Advisory’s President Describes the Tenacity and Drive Needed to Rise to the Top, Advises Constant Learning, Grit,…
Commonwealth’s Marchand on Storytelling, Authenticity and Engaging Audiences
Top Women Rising Stars Winner Jacquelyn Marchand Recommends Listening to and Connecting With Audiences, Clear Messaging and Displaying…
WSR Names Commonwealth’s Peggy Ho Woman General Counsel of the Year
Commonwealth’s General Counsel Describes the Legal Challenges and Trends Currently Facing the Wealth Management Industry In the highly…
WSR Names Susan Theder Woman CXO of the Year
FMG Suite’s Chief Marketing & Experience Officer on Dedicating Management Resources to Deliver an Exceptional Client Experience In…
