Bruce and Jeff talk to Tom Roseen, head of research services at Refinitiv Lipper Research, about the recently announced Lipper Awards and some of the winners, including T. Rowe Price. They also address how the shift in the fund industry from actively managed funds to index and passively managed funds has impacted Lipper.
Franco-Cicero, a wealth adviser at Tobias Financial Advisors, is committed to bringing financial planning and financial literacy to underserved populations.
Bhullar, who joined Edelman Financial Engines in early 2021 to design and launch its DEI program, said she aims ‘to elevate the voices of all employees.'
Thoresen, senior counsel for RBC Wealth Management, is an active member of the firm’s Diversity Leadership Council and recently finished two terms as chair of its Multicultural Employee Alliance.
After 20 years as a financial adviser, Gardner decided to pursue his passion for financial literacy and created FinLit Tech, a company with an app that gamifies financial education for grade school students.
Dixon-James set up his own firm, Resilient Wealth Management, in 2013, and says independence lets him pursue his passion for education, which includes volunteering in financial literacy programs for children.
Crawford, a portfolio manager at Alger and the mother of three children, formed a networking group for women at the firm and for others in investment and finance.
Hall, a regional vice president at Jackson National Life Distributors, founded the Association for Wholesaling Diversity in 2016.
Haslach, who started working as an adviser in her 50s, specializes in veterinarians and wants to continue serving diverse groups.
Ameyaw, director of municipal bond sales at Raymond James, got into financial services after a 17-year military career, and she’s active in the firm’s Veterans Inclusion Network.
