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Summary: In honor of Black History Month, I believe it’s critical that we send a message that the financial planning profession celebrates diversity and inclusion and is stronger today because of the growing diversity of the professionals in our ranks.
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Summary: [Video] After attending a financial services conference, advisers can be overwhelmed by options, choices and tools. What's the first thing they should do when they get back to their office?
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Summary: That now-iconic statue of a, well, a fearless girl was erected nearly a year ago facing the Charging Bull. It was supposed to be temporary, but State Street Global Advisors and the New York Mayor’s Office are under way, according to AdWeek. SSGA, of course, commissioned the statue.
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Summary: Blockchain Is Transforming the Financial Services Industry [Slide Show]
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Summary: It takes work to have an understanding of your path and how you can have others join you to create something in the world. It needs to be done with a mindset of unity, not conformity. You can try different things and learn from what works and what does not. You can get comfortable with things falling apart so you can learn from the experiences.
