Q&A: How to Make 2022 Your Best Year Yet as a Financial Planner
Coryanne Hicks| Jan. 5, 2022 Learn the critical skills clients expect from their financial planners in 2022. read more>
Are advisers ready for the great wealth transfer?
Joy Brooks-Gilzeane| Nov 29, 2021 Ahead of the great wealth transfer, advisers need to be aware of the changing face of wealth, as younger, diverse clients pose a new set of challenges and opportunities. read more>
Millennials and Gen Z are a growing force in investing. The market needs to catch up
Jean Case | Nov 18, 2021 Just a few weeks ago, one of the most influential financial conferences in the world, the Milken Institute Global Conference, assembled in Los Angeles for a high-COVID-protocol, in-person gathering. But this year it seemed many of the “movers...
November is National Native American Heritage Month
Every year on November 1, Native American Heritage Month is celebrated to honor the remarkable Native Americans who have contributed a lot to improve the character of the nation. Holding its origin with a weeklong celebration during November 23–30, 1986, a...
From undocumented immigrant to Wall Street: Julissa Arce shares her remarkable journey
Halley Bondy | Sept 18, 2019 From undocumented immigrant to Wall Street: Julissa Arce shares her remarkable journey. In honor of Hispanic Heritage Month, Arce offered advice from her own experience as an undocumented immigrant on how to achieve success. read more>...
Advisor Launches Site for Prospects to Find Advisors of Color
Asia Martin | Nov 12, 2020 Dana Wilson found a simple unmet need in wealth management—the ability for retail investors to search specifically for Black and Hispanic advisors. read more>
Women in Wealth Management: A Career Profile
Ins & Outs of an Independent Financial Advisor Monica Lupinetti, Partner, Wealth Advisor, McLaughlin Asset Management, Inc. shares her advice for young aspiring financial professionals and what a wealth management professional skillset should include to be...
How Cheryl Nash Keeps Moving Forward as a Fintech Star
By Ginger Szala | April 22, 2020 Cheryl Nash, CEO of Tegra118, began her career as an intern at the same firm which — several iterations later — she now runs. A graduate in communications at Eastern Illinois University, Nash got an internship at Security APL, an...
Jean Heath, has 22 years of diverse experiences within the managed account and advisory business and has held leadership roles in key account management, consultative sales, strategic marketing, branding, and channel development. Currently, she is responsible for the investment products on the Envestnet platform and determines and optimizes the economic model and engagement between Envestnet and its asset manager partners. Her team is responsible for deepening relationships with asset managers across the Envestnet suite of services, and ensuring that these managers have the tools, training, and knowledge they need to be successful distributors throughout the Envestnet ecosystem. She is the Chair of Envestnet’s managed product acceptance committee and advocates industry best practices. She has been an active mentor to young women professionals and also leads the Envestnet Institute on Campus Women in Wealth Management Mentorship program. In 2017, Jean was named one of Profiles in Diversity Journal Women Worth Watching. Learn More>
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