Even clients with small teams can get intelligence and the ability to test an investment’s resilience to market shocks.
Her approach to creating generational wealth is changing lives in extraordinary ways.
It’s a big industry, and we want to hear from you about the people you think make it a remarkable one, too.
“Teams want leaders and advisors to treat them like people, not transactions,” says founder Michelle Wong.
By focusing on financial conferences and media, the Rising Star is lifting the voices of women, non-binary people, and people of color in the industry.
The UCLA grad also explains why she follows the advice of revered basketball coach John Wooden: “Never mistake activity for achievement.”
Vince Morris of OneDigital, a firm finalist for Retirement Plan of the Year, says keeping clients on track in the current economic conditions can require tough love.
The firm – a finalist in the category of RIA of the Year, Less Than $1 Billion AUM – helps many of its clients meet the challenges that come with being global citizens.
Finalists for the inaugural RIA Intel Awards explain why they fear a coming global economic shutdown, advise against corporate share buybacks, and view recruiting young talent as RIAs’ most urgent priority.
Finalists and Rising Stars for the inaugural RIA Intel Awards explain why they’re closely watching the US consumer, viewing a coming recession positively, and longing for a full return to the office.
