-
Capitalism as a Force for Good: Interview with Toussaint Bailey of Uplifting Capital
Capitalism is often discussed as if it were a fixed system operating beyond our control. But wealth holders, investment managers, and financial advisors all influence what capitalism makes possible and rewards. That idea sits at the heart of…
-
Member News: Organic Growth with James Bogart
This podcast and article, hosted by Net Positive Consortium advisory member Suzanne Siracuse, originally appeared on WealthManagement.com. Click here to listen to the podcast now.. Growing an advisory firm requires more than attracting new clients. It requires clarity around…
-
Member News: AI May Solve Efficiency Problems, But It Could Create A Talent Pipeline Problem
This article, published by Net Positive Consortium advisory member Suzanne Siracuse, originally appeared in Financial Advisor Magazine. Click here to read the full article. Artificial intelligence is quickly becoming the efficiency engine advisory firms have been waiting for. It…
-
Member News: Designing Client Events That Matter
This article, published by Net Positive Consortium advisory member Suzanne Siracuse, originally appeared in Financial Advisor Magazine. Click here to read the full article. During a recent webinar hosted by the Net Positive Consortium in Wealth Management, two firms, Brighton…
-
Member News: How RIAs Are Turning Community Impact into Growth
This article, featuring Net Positive Consortium members from Focus Partners Wealth, Brighton Jones, and Mariner, originally appeared in AdvisorHub. Click here to read the full article. Purpose has long been part of the conversation in wealth management, but for…
-
Building Firms That Matter: How Community Impact Is Driving Growth in Wealth Management
There has long been an assumption in wealth management that community involvement sits outside the core business. It is often treated as something additive—a reflection of values, but not a driver of performance. What emerged from this Net…
-
Financial Planning, Pro Bono Work, and Community Impact: Interview with Jorge Padilla
What does it look like when a financial advisory firm treats impact as an essential part of the job? In this conversation, Jorge Padilla, CEO of Meira Wealth, shares how his firm has spent decades investing in financial literacy,…
-
Member News: Philanthropy can help RIAs win top talent
This article, featuring Net Positive Consortium member Gerry Goldberg, Focus Partners Wealth divisional president, originally appeared in Citywire. Click here to read the complete article. The conversation around community impact in the advice profession is changing. In July 2023,…
-
Member News: New Financial Advisor Talent Pipeline
The below was originally published on InvestmentNews. Click here to read the full article. featuring NPC members Hannah Moore and Suzanne Siracuse. The financial advisory industry’s long-anticipated talent crunch has arrived, and new benchmarking research from Schwab Advisor Services and…
-
Net Positive Consortium in Wealth Management Wins Industry Award, Expands Resources, and Welcomes New Strategic Partner
The Net Positive Consortium in Wealth Management, a collective of leading financial advisory firms committed to creating positive outcomes for clients, communities, team members, the industry, and the planet, today announced several major milestones: winning a prestigious industry award,…
-
Advisor Development and Investing in Talent in Wealth Management
The wealth management profession is built on relationships, and relationships require people. But a growing concern is emerging: a shortage of advisors just as client demand reaches new heights. In a recent Net Positive Consortium conversation, Kevin Corbett…
-
Member News: Creating a Net Positive Future
Angela Giombetti is the Chief Marketing Officer of Wealthspire Advisors, a $31 billion RIA firms and member of the Net Positive Consortium. This article was originally published in InvestmentNews. Click here to read it in its entirety. Let’s…
-
Member News: How Female Advisors Can Turn Obstacles into Opportunities
This article, featuring Net Positive Consortium members Halbert Hargrove and Modera Wealth Management, originally appeared in Financial Advisor IQ. Click here to read the complete article. Sometimes, creating opportunities requires enlisting support. Samantha Garcia, senior wealth advisor at Halbert Hargrove,…
-
Member News: Suzanne Siracuse Featured in Barron’s Advisor
How can you reinvent yourself and your career? Suzanne Siracuse has worn many hats in her career, beginning in sales at the Philadelphia Business Journal, then later serving as CEO and publisher of InvestmentNews, and now running Suzanne…
-
Member News: Westcott Financial Featured in Contrasting Viewpoints
This article and podcast were originally published by FA Mag. Click here to view the original article. In this episode of Contrasting Viewpoints, Ray Sclafani and Mark Hurley are joined by Grant Rawdin of Westcott Financial to unpack some of…
