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JULY 2020 EDITION

TOP STORIES

This RIA’s Niche: Helping the Wrongfully Convicted Build Secure Financial Features
Is Anything Working to Improve Racial Diversity in Wealth Management?
Is Diversity and Inclusion a 'Nice to Have' or 'Must Do'?
Office Race: Truths About Being a Black Woman in Wealth Management
RIA Leaders: Unlock the Full Power of Your People
A New Approach for Real Estate Diversification

2020 WEALTHIES

Congratulations to the 155 organizations and individuals recognized as 2020 Industry Awards Finalists for their outstanding support of ﬁnancial advisor success!
View the Finalists

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Investment
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FROM OUR PARTNERS

Brighthouse Financial
Charles Schwab Advisor Services
E*Trade Advisor Services
Thrivent Mutual Funds
United Planners' Financial Services of America

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