How do you attract clients from segments of the population that traditionally have been ignored? Ally has been working to create an information-led program designed to build trust and credibility with women and Black and Brown people.
The veteran Wall Street analyst and executive founded Cornerstone Capital in 2013 to pursue what she calls a more regenerative and inclusive form of capitalism, and continues that focus as chief impact officer at Pathstone, which acquired Cornerstone Capital this past March.
The Merrill Lynch adviser is actively involved in the LGBTQ+ community in the Fort Lauderdale, Florida, area and was one of just eight advisers nationally to be nominated to Merrill’s Advisory Council to Management, which provides input on ways to help advisers be more successful.
The program would be modeled after the government’s Thrift Savings Plan for federal employees.
After a successful 13-year career in high tech and with an MBA in finance, Evans-Motte became a financial adviser, first at a wirehouse and then at Raymond James in the independent channel.
The state's defined-contribution retirement plans have $5 billion in assets for 95,000 public employees.
The central bank wants to look at the dangers that a warming planet poses to the financial system.
Arizona’s Progressive Financial Concepts will affiliate through an LPL office of supervisory jurisdiction, Wealth Consulting Group.
The Washington firm manages retirement plans for public workers.
The Boston mayor, a former union leader, had the backing of the AFL-CIO.
