Podcasts

The founder of advisor consulting service Level Best answered FP’s queries about the best and worst practices in wealth management. 

The principal for operations and strategy of an independent research firm explains the range of available products and ESG data.

After obtaining documents through FOIA requests, FP’s Jessica Mathews explains the larger industry implications of one firm’s internal investigation.

Denika Tokunaga of Maven Wealth Management answered FP’s queries about challenges, opportunities and growing during the coronavirus.

Framework Homeownership CEO Danielle Samalin answered FP’s queries about advising clients who are buying their first homes.

The chief of a major wealth manager and an influential industry advocacy group fielded FP’s queries about cryptocurrency, regulation and mutual funds.

Just like the industries that they cover, the lack of Black representation among news outlets acts as a barrier against understanding and eliminating systemic racism.

The flow of assets and capital in manager selection, municipal bonds and business and mortgage capital reveals forms of systemic racism that often get overlooked.

Planners and experts dive into wirehouse pay, charging clients at a higher rate, emerging business models and other key issues.

The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem.