From Financial Planning
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Summary: Walk around any generic wealth management conference and it shouldn’t take you long to notice that the industry has a diversity problem. The advisor population is overwhelmingly white, older and male.
From OnWallStreet
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Summary:The FPA tapped an advisor with nearly 20 years' experience in financial services as its 2018 president-elect, choosing a career changer and military veteran, the association said Monday.
From ThinkAdvisor
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Summary: Erika Fix did not aspire to be a teacher. In fact, she could not envision a career speaking in front of others. Then one day she ran into a former high school friend who shared his horrible experience as a student. Erika also recalled the hostile learning environment for both staff and students at their school. That chance conversation with an old friend crystallized into a mission for Erika, a mission founded on the importance of giving kids a safe place to learn. Teaching became her life's work.
From Financial Planning
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Summary: Walk around any generic wealth management conference and it shouldn’t take you long to notice that the industry has a diversity problem. The advisor population is overwhelmingly white, older and male.
From REALASSETS Advisor
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Summary: Though just 40 years old, Shirl Penney has already lived a life of extremes. Nothing is any more integral to his identity than having grown up in extreme poverty and rising above those early years of privation
