eMoney Advisor
FEBRUARY 7, 2023
As we celebrate the achievements and legacies of Black Americans this month, I’ve curated a list of six Black financial planners and other finance pros who have interesting stories to tell. As a woman of color in the financial services industry, I’m acutely aware of the progress needed toward diversity.
Indigo Marketing Agency
DECEMBER 19, 2022
As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. billion in client assets.
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Trade Brains
FEBRUARY 22, 2024
They offer corporate banking, branch banking, and commercial banking services to their clients. The company also provides investment banking services, including mergers and acquisitions, divestitures, private equity syndication, and IPO advisory services.
Brown Advisory
JUNE 2, 2021
clean drinking water, sewers, sanitation, transport, energy); access to essential services (e.g., In 2020, we saw Japan, South Korea and Canada commit to net zero by 2050, and China net zero by 2060. We also saw large corporations like General Mills, Facebook, BP and Shell make net zero by 2050 commitments.
Brown Advisory
JUNE 2, 2021
clean drinking water, sewers, sanitation, transport, energy); access to essential services (e.g., In 2020, we saw Japan, South Korea and Canada commit to net zero by 2050, and China net zero by 2060. We also saw large corporations like General Mills, Facebook, BP and Shell make net zero by 2050 commitments.
Sara Grillo
JUNE 12, 2023
It’s impossible to figure out from the illustration – it can only be determined based upon this supplemental report that is usually not asked for by the fiduciary financial advisor or the client. Source: KB Financial/Veralytic Hmmmm: The insurance company is crediting 4.95% in the insurance illustration. Thanks for reading.
Brown Advisory
OCTOBER 4, 2021
Note that this model portfolio represents our “pure” thinking with regard to asset allocation, manager selection and ESG criteria, without factoring in client considerations; as a result, few if any of our clients’ portfolios will actually mirror this model exactly.) Sources: ARIS Analytics/Brown Advisory, MSCI.
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