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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.
41 posts
WSR Pathfinder Awards – Hispanic Top Industry Leaders
WSR Honors Exceptional Professionals Of Hispanic Origin In Fourth Installment Of Pathfinder Awards Series In honor of National…
Snappy Kraken’s Gonzalez On Life, Business And Personal Growth
Pathfinder Award Winner Aims To Empower Advisors, Advises Challenge And Fulfillment In Life And Embracing Your Identity With…
Smarsh’s Cruz: Technology Reduces Barriers
WSR’s Hispanic Wealthtech Leader Of The Year Sees Technology’s Benefits In Addressing Inequities And Helping Firms Solve Challenges…
Bogart’s Terronez On Advancing Minority Women In Wealth Management
WSR’s Hispanic Financial Advisor Of The Year Emphasizes Education And Recruiting, Shares Her Passion For Financial Planning Some…
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…