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The industry’s lack of Black people and other minorities may explain why the world of social investing has fallen short on pushing corporations on race.

LPL has reeled in about half of the reps changing their BDs so far this year, but the full RIA channel is also reaping big gains. Plus, other news in the indie space.

Dr. Tista Ghosh is the Senior Director of Impact Evaluation/Regional Medical Director for Grand Rounds,
where she works to help maximize and quantify Grand Rounds’ population health impact. As a physician
trained in both internal medicine and preventive medicine, Dr. Ghosh has broad experience in
population health at the local, state, federal, and international levels. She was the chief medical
epidemiologist for Colorado’s largest local health department, and has served as Chief Medical Officer of
the State of Colorado.

Dr. Ghosh received her MD from Indiana University and her master’s degree in public health from Yale
University. She also has had specialized training in applied epidemiology and public health practice
through the U.S. Centers for Disease Control and Prevention (CDC). She has also served our country as a
Lieutenant-Commander in the United States Public Health Service.

Chris Zingalli, CPA, is a senior manager at Janover LLC, and one of the leaders of the firm's Digital Advisory Solutions group. Reach him at christopher.zingalli@janoverllc.com.

The rollover period has been extended to Aug. 31, allowing some clients to breath a sigh of relief.

Christopher Parks is director of channel marketing at Paychex Inc.

As much as 86% of investors in a recent survey say they would prefer prefabricated fund packages, as long as they were properly spelled out by advisors.

Christopher D. Armstrong is executive vice president, Wholesale Product manager and head of the Financial Services Group at the Federal Reserve Bank of New York. He is also on the Bank’s executive Ccmmittee. In this role, Armstrong oversees the Wholesale Product Office, which is responsible for managing the Fedwire Funds, Fedwire Securities and the National Settlement Services on behalf of the Federal Reserve System and the cash and custody function, which includes cash operations and global currency cervices for the Fed’s Second District.

Asset manager Blueprint Capital Advisors claims they stole confidential business information and discriminated against the Black-owned firm.

Leveraging big data, machine learning and artificial intelligence will extend stock selection beyond its current capabilities, according to Procure Holdings President Bob Tull.