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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.
7 posts
Pence Wealth Management’s Laila Pence on the Future of Cultural and Gender Diversity
Egyptian American Financial Advisor Laila Pence on Forging Stronger Client Connections on the Basis of Shared Struggles If…
Implementing Next Gen Leadership Transitions in the HNW Space
Brothers Max (33) and Lucas (31) Winthrop Look Back on Successful Generational Leadership Transition at Winthrop Wealth In…
How Can Our Industry Better Support LGBT Clients and Communities?
As we move towards the conclusion of Pride Month, it’s clear that the wealth management industry is much…
Sustainable Investing & Diversity
Greenbacker Capital’s Christine Nguyen discusses the intersection of retail alts, renewable energy investing and workforce diversity Retail alternative…
Cetera General Counsel on Success and Diversity
Lisa Gok Combines Prosecutor Experience, Zest For Creativity And Passion For Championing Diversity To Drive Success For Cetera…
LPL Affiliate Anh Tran: Diversity, Inclusivity & Business Growth
With 16 years of financial services experience – 14 of them as a financial advisor – Anh Tran’s…
Q&A: Demystifying Next-gen Clients
Eva Agi is an Investment Advisor Representative at Gerber Kawasaki Wealth and Investment Management. WSR: What are some…
