The Latest

Financial advisor Keith Beverly launched Washington, D.C.-based Grid 202 Partners in 2018. He holds CFA and CFP designations.

Good Life Companies fosters competition among wealth managers for its own health and runs food stores and a gym.

As technology and diversity take center stage, firms are using new strategies to attract women.

Filmmakers use the phrase “Narrative Is Everything” to emphasize the importance of storytelling to their craft. They understand how a good storyline communicates to the viewer, draws them in and makes them root for the protagonist. Without a good narrative, even the best casts inhabiting the most wonderful characters risk failing to entertain. Great narratives can terrify you, warm your heart, or compel your attention.

Julie Coleman is a summer reporting associate at Financial Planning. Follow her on twitter @itsjuliecoleman.

Julie graduated from the University of Pennsylvania in 2021. She has worked for the Philadelphia Inquirer, the New York Post, NY1, and Forbes Magazine.

Employers have evolved and recognize the importance of discussing and supporting employee well-being.

Macro Consulting Group is also returning to LPL Financial as its broker-dealer after parting ways three years ago

Tom Kozlik, Head of Municipal Research and Analytics, HilltopSecurities Inc.

Petar Tomov is a director in Opportune LLP’s Financial Instruments Group. Combined with his time as a manager at KPMG, he has over 10 years of experience focusing on the valuation of stock-based compensation, debt and equity instruments, contingent consideration and intangible assets. He holds a BS in Mathematics and an MBA from the University of Texas at Dallas.