Category: Contributed Articles
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Advisors who ‘leave an impact’ can unlock deeper client relationships
This article was originally published in CityWire. Click here to read the full article. Toussaint Bailey is the founder and managing partner of Uplifting Capital, a fund of funds manager based in San Rafael, Calif., focused on ESG, sustainable and impact investing. ‘I have more than enough money. I want it to do something.’ More…
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The business case for giving back: How community engagement strengthens firms and their people
This article was originally published in InvestmentNews. Click here to read the full article. Katrina Radenberg is the chief investment officer of Mariner, a Registered Investment Adviser and founding member of Net Positive Consortium. Giving back feels like something that has always been a part of my life. Perhaps it’s because I was raised in…
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Elevating Women In Financial Services: A Commitment To Net Positive Action
As we celebrate Women’s History Month, I want to take this opportunity to reflect on the vital role women play in financial services and the unparalleled value they bring to our clients, our teams and this industry. At Cornerstone Wealth Group, empowering women is not just a priority—it is part of our commitment to being…
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How Wealth Management Firms Can Cultivate A Culture Of Giving Back
This article was originally published in Financial Advisor Magazine. Click here to read the full article. JC Abusaid is the CEO and President of Halbert Hargrove, a wealth advisory firm headquartered in Long Beach, California. Over two thousand years ago—before the advent of technology, the 9-5 workweek, and dizzying social calendars—Greek philosopher Theophrastus said, “Time is…
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Opinion: Your RIA Needs an Internship Program
In this guest column, Perigon Wealth Management advisor Rachel Elson shares how wealth managers can build a successful internship program and avoid wasting time on a bad one.
