The Latest

The board member of LGBTQ Loyalty Holdings and the company CEO discussed a new ETF that uses a four-pronged ESG screen of large cap growth equities.

Charles Maniace is vice president of regulatory analysis and design at Sovos, a global provider of software that safeguards businesses from the burden and risk of modern tax. An attorney by trade, he leads a team of attorneys and tax professionals responsible for all the tax and regulatory content that keeps Sovos customers compliant. Over his 15-year career in tax and regulatory automation, he has provided analysis to The Wall Street Journal, NBC and other outlets.

Désirée is Ginger’s Chief People Officer. Prior to Ginger, she was CPO at Carrot, where she built and led the company’s human resources function across the employee lifecycle. Prior to this, she led human resources functions at The Permanente Medical Group in San Francisco and BaroSense, a medical device company. Informed by human-centered design principles and data-driven inquiry, Désirée is committed to curating joyful and resilient workplace cultures where employees are empowered to do their best work. Born and raised in Europe, Désirée speaks three languages fluently, and she draws on her culturally diverse background to champion diversity, equity, and inclusion. She is trained in economics and legal studies, and holds a BA in Humanities and a master's degree in Clinical Psychology both from the California Institute of Integral Studies in San Francisco.

20 planners and executives offer starkly different views in the wake of a national spate of racial prejudice and violence targeting the group often typecast as the "model minority."

Independent broker-dealers can find examples for how best to serve, hire, support and promote a historically underrepresented group after a year marked by hate.

Tammy Williams spent 20 years in corporate America before pivoting to giving clients advice in 2017.

What the investment journey of an embattled public pension plan can teach us about income, cash flows and preparing for the worst.

Aoifinn Devitt plays an integral role in establishing Moneta’s long-term investment vision, philosophy and strategies. As the firm’s first female Chief Investment Officer, she aligns Moneta’s investment programs with broader firm goals while also overseeing the research, evaluation and selection of asset classes and investment vehicles.

This new list celebrates 10 financial planners early in their careers who are on a path to change the industry.

John M. Pachkowski is a senior legal analyst with Wolters Kluwer Legal & Regulatory U.S.