by Katy Yocom | Mar 1, 2022 | For Your Future, Industry News, Industry News, Interesting Articles, International Women's Day, News, Women In Wealth Management
Happy Women’s History Month! Women make history everyday of every month. Declared in March 1987, Women’s History Month has been designated worldwide to highlight those who have broken barriers and changed the course of history. It is also recognized in March to create...
by Katy Yocom | Feb 17, 2022 | Black History Month, For Your Future, Industry News, Industry News, Interesting Articles, News, Women In Wealth Management
Maggie Lena Walker was the first women and first African American to charter a U.S. bank – St. Luke Penny Savings Bank in 1903. Maggie was born into poverty on July 15, 1864, in Richmond, Virginia, to parents who worked in the mansion of the...
by Katy Yocom | Feb 16, 2022 | Finding A Job, For Your Future, For Your Future, Industry News, Industry News, Interesting Articles, News, Women In Wealth Management
Feb. 16, 2022 We are honored to announce that we won the Money Management Institute’s Opening Doors Breaking Barriers Award! This award recognizes the demonstrable progress in diversity, equity, and inclusion through leadership, innovation, and deep, proactive...
by Katy Yocom | Feb 10, 2022 | Black History Month, Finding A Job, For Your Future, For Your Future, Industry News, Industry News, Interesting Articles, News, Women In Wealth Management
Azie Taylor Morton is distinguished as the first and only African American ever to hold the post of Treasurer of the United States. She was born in Dale, TX on a small farm. During her youth, she worked in the cotton fields. There was no high school for...
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>
