Tag: RIA

Career Mentor or Advocate?

Underrepresented groups are advancing in financial services, but what helps the most is having a workplace advocate—someone to champion their abilities when they’re not in the room.

New WIPN Research Compares ‘Advocates’ and ‘Mentors’

Mentors are like gurus—they are critical sources of information and inspiration—but the group says a true workplace ‘advocate’ can do a lot more to help people from underrepresented groups succeed in the financial services industry.

Familial Caregiving Impacts Many Clients’ Finances

One in five U.S. adults currently assists an older family member with daily tasks or housing, according to a new survey from RBC Wealth Management; in addition to causing stress and anxiety, the impact of caregiving can be significant on an individual’s financial health.