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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.
56 posts
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…
COMPLY’s Johnson: ‘Don’t Be Apologetic!’
COMPLY CTO And Pathfinder Winner On Bias, Barriers, Career Success And The Inspiration Gained From Mentors And Teachers…
An Immigrant’s Perspective On The Wealth Management Industry
CogniCor’s Cherian Gives Views On Career Success And Inclusivity From The Perspective Of An Immigrant Who Has Worked…
WSR Pathfinder Awards – Top AAPI Industry Leaders Of 2023
WSR Recognizes AAPI Heritage Month By Naming Leading Executives And Professionals As Winners Of Pathfinder Awards For Top…
Three Ways To Help Finance Achieve Gender Parity
As Women Are About To Inherit Two-Thirds Of The World’s Wealth, They Have Not Been Given The Education…
Pathfinder Winner Stack Championing Women Advisors
Avantax’s Laurie Stack – Woman Business Development Executive Of The Year – On Leading Her Firm’s Women’s Advisor…
SEIA’s Kim On Reaching Clients, Advancing Women And Motherhood
WSR Pathfinder Awards – Woman Financial Advisor Of The Year Discusses Balancing Career And Motherhood, Reaching Underserved Communities…
Advisor Group’s Ford On Women Advisors And Executives
Woman Advisor Growth Leader Of The Year Shares Her Mother’s Example, Describes How Women Advisors Can Thrive And…
WSR Pathfinder Awards – Top Women Industry Leaders Of 2023
WSR Continues 2023 Pathfinders Series By Honoring Outstanding Women Executives, Professionals And An Organization For Women’s History Month…