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Around one-fifth of Americans identify as Hispanic. Experts shared tips on how advisors can engage with their growing pool of wealth.
October 12 -
New research from Edward Jones suggests that emerging adults value comfort over money and aren't letting the lean times bring them down.
October 12 -
Espnola (Nola) Cartmill is Holmes Murphy's Chief Diversity Officer. As part of this role (as well as being part of Holmes Murphy's Legal Counsel), Nola leads Holmes Murphy's DE&I strategy, making strategic recommendations to the Executive Committee on DE&I initiatives, including recruiting, education, mentoring, and communications and community involvement. Nola also leads Holmes Murphy's internal DE&I committees, subcommittees, and employee resource groups.
Additionally, Nola consults on internal employee relations, leadership training, human resources, growth and development, and compliance-related projects.
Cartmill's background includes a prominent law career, rooted in a passion for DE&I, where she previously assisted employers in tackling both day-to-day employment law issues and litigation.
October 12 -
Inflated charitable deduction claims have led to dozens of audits and millions of dollars in additional payments to the agency.
October 12 -
The head of global sustainability sees opportunities in waste management and recycling.
October 12 -
Louis Caditz-Peck is a member of the Consumer Financial Protection Bureau consumer advisory board and policy director at LendingClub.
October 12 -
Toussaint Bailey's Uplifting Capital closed its initial product after attracting investments from clients of Corient advisory practices and other RIAs.
October 12 -
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