Category: In The News

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, the CFP Board passed a resolution encouraging CFP professionals to commit to at least 20 hours per year of…

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 Amplified Planning underscores just how urgent the problem has become. Recently at Schwab IMPACT 2025, InvestmentNews hosted a wide-ranging conversation…

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 face it – the Registered Investment Advisor (RIA) community is still a small world. Even with rapid…

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, recalled how some clients preferred hearing the same information from a male colleague. “It was frustrating,” she…

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 Siracuse Consulting Services. One constant, however, has helped her advance—strong professional relationships. In this podcast, the former…

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 the most powerful shifts happening in wealth management today. From Mercer’s transition to employee ownership to the…

This article and podcast interview featuring Bogart Wealth, a Net Positive Consortium member firm, was originally published here. In this episode of the RIA Edge Podcast, James Bogart describes to host David Armstrong what he is doing now to continue the trajectory—from letting go of some operational oversight to a trusted management executive, to building…

This article, featuring NPC members Modera and Halbert Hargrove, was originally published on WealthManagement.com. Click here to read the full article. Registered investment advisor Halbert Hargrove has strived to build its firm on a unique business model in an industry known for aggressive recruiting and poaching: training and hiring interns. Kelli Kiemle, managing director of growth and…

The below article was originally published on WealthManagement.com. Click here to read the original complete article. The Net Positive Consortium in Wealth Management, an association founded last year by a group of registered investment advisors, has added five to its ranks and gained a strategic partner in consultancy FP Transitions. The consortium aims to drive positive impact…

This article was originally published by Capital Group. Click here to see the original. A group of more than a dozen prominent wealth management firms launched a new initiative on Wednesday aimed at deepening civic engagement and collaborating on best practices.  The Net Positive Consortium is an effort to compel RIAs across the industry to…

This article was originally published on ThinkAdvisor. Click here to read the original. A coalition of RIAs and wealth management firms has announced the launch of the Net Positive Consortium in Wealth Management, described as an initiative aiming to unite financial advisory firms in a “shared commitment to creating meaningful societal impact.” As its name…