Adviser First Partners Blog
Wealth Management Magazine
Inspired by the examples of his grandmother and his mother, the Houston fixed-income legend launched one of the largest Black-owned investment management firms.
Debate still rages over his legacy. But there's no doubt about how much O'Neal overcame on his way to becoming the first Black Wall Street CEO.
LeCount Davis was the first African American to earn wealth management's "gold standard" of certifications. Today he's helping others do the same.
Though she is widely considered the first African American woman to be a stockbroker, some blurriness surrounds what is known about the rest of her life story.
Those fields are a bright spot in dealmaking amid a slump in other industries. Here's why non-bank loans that drive deals could bring problems in the future.
A reader in D.C. owes $12,000 across seven different credit cards. Can financial advisors help him dig himself out?
The pay package of the Goldman Sachs CEO includes substantial variable compensation and stock units.
Van Eck Associates failed to share important details about the fund's planned fee structure with its board, according to the regulator.
Last year, $4.3 billion was pulled from ESG-focused ETFs in the United States — the first annual outflows from the category.
Putting financial security before relationships and wanting investments that don't harm their altruism are key to young investors.
Christopher Armstrong and Randall Kiefner question an arbitration ruling finding they owe Charles Schwab nearly $3 million.
Small doesn't mean unprofitable. From 2014 to 2024, funds invested in small-cap companies boasted returns as high as 13.96% per year.
The world's largest asset manager has posted net ESG inflows every quarter for the past two years.
AI-related holdings account for 96% of the total wealth gained in the Bloomberg Billionaires Index.
Interactive exercises that let clients reflect, write and even just doodle about their history and goals can build trust and improve financial outcomes.
Whether they're enthusiastic or terrified, tax practitioners are anything but indifferent to the rise of artificial intelligence.
The advisor, known for his work with pro athletes, on changing mindsets and making new opportunities.
Financial firms should consider partnering with universities, as well as prioritizing diversity, to recruit top talent in a competitive market.
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