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The 34-year-old is an investment strategist at Adasina Social Capital, a new initiative from Robasciotti & Philipson that seeks to make its custom social justice index and other investment strategies more accessible to the general public.
Carter Malloy wants to create a new asset class via a platform where clients can buy and sell slices of farmland as easily as they can shares of Deere & Company.
George Nichols III, the first Black president and CEO of the American College of Financial Services, recently outlined an aggressive yet practical plan to put more Black Americans on a path to upward mobility and wealth creation, and set out a...
Samantha Russell's educational how-to blogs, social media posts, email newsletters and YouTube videos have been empowering advisors to take digital marketing by the horns.
Luke Winskowski readily admits that Thrivent's effort to rebrand itself as an advice-driven company is a “significant effort” for a legacy insurance company.