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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.
64 posts
Winners Named For Women In Wealth Management Awards
Winners In 7 Categories Announced At Excell Represent Conference Winners for the second annual Women in Wealth Management…
Hispanic FA Of The Year On Education And Community Needs
Prudential’s Valadez Promotes Financial Independence, Education And Hispanic Role Models For Students With each installment of WSR Pathfinder…
Pathfinder Winner Fava: Diversity And Equity Aren’t Just Buzzwords
Hispanic Product Development Executive Of The Year From Envestnet Brings Perspective Of Hispanic Woman From LGBTQ+ Community The…
Hispanic CEO Of The Year On The ‘Unmatched ROI’ Of Diversity
Adviser Investments’ Ramos Shares His Experiences, The Benefits Of Diversity, How To Create Diversity, And Discusses The Firm…
WSR Pathfinder Awards – Top Hispanic Industry Leaders Of 2023
WSR Completes 2023 Pathfinder Awards By Honoring Outstanding Hispanic Professionals And Two Organizations During National Hispanic Heritage Month…
Finalists Announced For Women In Wealth Management Awards
Second Annual Awards Honor Inspirational Leadership By Women And Men Empowering Women In Wealth Management Finalists have been…
Understanding The Generations And Needs Of The LGBTQ+ Community
Founder And Entrepreneur Describes Three Pivotal Generations Of LGBTQ+ Clients And How Advisors Can Address Their Specific Needs…
How Advisors Can Serve LGBTQ+ Clients
Veteran Planner, Founder And CEO In LGBTQ+ Community Explains How Allied Advisors Can Serve LGBTQ+ Clients, Challenges They…
Pathfinder Winner Sasi On Improving Industry For Persons Of AAPI Heritage
Manhattan West’s Chief Strategy Officer Shares Steps For The Industry To Improve And Persons Of AAPI Heritage To…
Overcoming Bias As A Woman Of AAPI Heritage
Fiduciary Trust’s Pai Gives Steps To Overcome Bias And Prejudice In Wealth Management, Shares The Inspiration That Led…