by Katy Yocom | Feb 9, 2022 | Black History Month, Finding A Job, For Your Future, For Your Future, Industry News, Industry News, Interesting Articles, News
E. Stanley O’ Neal was the first African-American to run a major Wall Street firm. O’Neal was born in Roanoke, AL, the son of a farmer and the grandson of a former slave. He grew up in the tiny rural farming community of Wedowee. O’Neal’s...
by Katy Yocom | Feb 4, 2022 | Black History Month, Finding A Job, For Your Future, For Your Future, Industry News, Industry News, Interesting Articles, News
Travers J. Bell Jr., the “Father of Black Investment Banking,” was raised on the south side of Chicago in the Ida B Wells Public housing projects in 1941. His father worked in the operations department of the Chicago office of Dempsey Tegler &...
by Katy Yocom | Jan 12, 2022 | Finding A Job, For Your Future, For Your Future, Industry News, Industry News, Interesting Articles, News, Women In Wealth Management
Coryanne Hicks| Jan. 5, 2022 Learn the critical skills clients expect from their financial planners in 2022. read more>
by Katy Yocom | Nov 30, 2021 | Finding A Job, For Your Future, Industry News, Industry News, Interesting Articles, Women In Wealth Management
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>
by Katy Yocom | Nov 29, 2021 | Finding A Job, For Your Future, Industry News, Industry News, Interesting Articles, News, Women In Wealth Management
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...
