On The Rise

• On The Rise

Snappy Kraken’s Gonzalez On Life, Business And Personal Growth

Pathfinder Award Winner Aims To Empower Advisors, Advises Challenge And Fulfillment In Life And Embracing Your Identity With Openness To Redefine Yourself

By Janeesa Hollingshead

/ 11 Oct 2022

• On The Rise

Smarsh’s Cruz: Technology Reduces Barriers

WSR’s Hispanic Wealthtech Leader Of The Year Sees Technology’s Benefits In Addressing Inequities And Helping Firms Solve Challenges

By Michael Madden

/ 11 Oct 2022

• On The Rise

Bogart’s Terronez On Advancing Minority Women In Wealth Management

WSR’s Hispanic Financial Advisor Of The Year Emphasizes Education And Recruiting, Shares Her Passion For Financial Planning

By James Miller

/ 9 Oct 2022

• On The Rise

Evoke Advisors’ David Hou: Standing Out with UHNW & HNW Clients

Pathfinder Awards Winner David Hou of Evoke Advisors Discusses Importance of Intellectual Capital and Private Markets Expertise in Serving Sophisticated Investors

By Janeesa Hollingshead

/ 26 May 2022

• On The Rise

Entreda’s Yenamandra: Blocking Cyberthieves and Placating Regulators

AAPI Fintech Leader of the Year Describes Vision for Wealth Management Cybersecurity and Advises Firms’ Top Priorities to Shield Against Cyberattacks

By Julius Buchanan

/ 26 May 2022

• On The Rise

Advyzon’s Hailin Li on the Financial Advisor Experience

Pathfinder Award Winner Describes Vision for Superior User Experience on Comprehensive Platform, Advises on Ways for Industry to Drive AAPI Representation

By Michael Madden

/ 25 May 2022

• On The Rise

AssetMark’s Michael Kim: Leaders Must Listen, Understand and Reduce Bias

Pathfinder Award Winner Advises Industry Leaders to Overcome Barriers and Persons of AAPI Heritage to Speak Up, Believe in Themselves

By Julius Buchanan

/ 25 May 2022

• On The Rise

WSR Pathfinder Awards – AAPI Top Industry Leaders

WSR Honors Leading Wealth Management Executives for AAPI Heritage Month as Third Group of Pathfinder Awards Winners

By Janeesa Hollingshead

/ 25 May 2022

• On The Rise

Hightower’s McCartan: Promote Awareness of Industry for Women

Meghan McCartan Advises Spreading Awareness of Wealth Management to Encourage Women in Careers, Listening to Women and Adapting Brands, Products and Service Models

By Janeesa Hollingshead

/ 12 Apr 2022

• On The Rise

Pathfinder Awards Winner Spotswood: Be Fearless, Decisive and Disciplined

RFG Advisory’s President Describes the Tenacity and Drive Needed to Rise to the Top, Advises Constant Learning, Grit, Prayer and Gratitude

By Julius Buchanan

/ 5 Apr 2022

• On The Rise

Commonwealth’s Marchand on Storytelling, Authenticity and Engaging Audiences

Top Women Rising Stars Winner Jacquelyn Marchand Recommends Listening to and Connecting With Audiences, Clear Messaging and Displaying Expertise in Communications

By Janeesa Hollingshead

/ 4 Apr 2022

• On The Rise

WSR Names Commonwealth’s Peggy Ho Woman General Counsel of the Year

Commonwealth’s General Counsel Describes the Legal Challenges and Trends Currently Facing the Wealth Management Industry

By Janeesa Hollingshead

/ 31 Mar 2022