Dana L. Wilson

Founder and CEO

Dana L. Wilson is the founder and CEO of CHIP (Changing How Individuals Prosper), a financial services marketplace connecting individuals and small businesses to financial professionals of color.

Evergreen

How next gen advisors are poised to solve financial planning's diversity deficit

Young advisors have the fresh perspective needed to create inclusive firms that appeal to the evolving investor.

By Zachary Conway

August 30

TRENDING

Practice and client management

Advisor headcounts are going away. Recruiters say it's about time

Industry experts who track comings and goings at large firms say the advisor staff figures often obscure more than they reveal.

By Dan Shaw

May 4
Technology

Carson Group's Dani Fava on data strategy, AI bias and disconnecting from your desktop

In a Q&A with tech innovator Dani Fava, the new chief strategy officer for Carson Group explains where the rapidly growing firm is headed next, and the importance of using AI as a time saver.

By Rachel Witkowski

May 3
Tax

Supreme Court case highlights planning strategies for family businesses

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

By Tobias Salinger

May 3