Beware the Ides of March?
Nah, we’re running into March full speed ahead.
Did you know March is Women’s History Month? Dive into some facts at the link and then read on to the roundup below to familiarize yourself with a few women making a massive impact in wealth management.
Here’s to the weekend! 🍻
In this week’s M&A news, California-based RIA Abacus Wealth announced that it would merge Robasciotti & Philipson’s wealth management business into its own. R&P is an RIA that has gained acclaim over the years especially after its team launched Adasina Social Capital to prioritize racial, gender, economic, and climate justice in investing decisions.
Big congrats to Rachel Robasciotti and Maya Philipson and the Abacus team as well.
Sonya Dreizler is one of the most prominent voices advocating for a more equitable industry and her latest byline in Morningstar is a quick guidebook for men in financial services. If you’re a guy who isn’t sure what you can do to help elevate your female colleagues, Sonya’s article gives you 8 quick and actionable ideas.
Read it here.
FMG Suite Chief Evangelist Samantha Russell is one of the voices in marketing advisors need to pay attention to the most. Her latest article for WealthManagement.com looks at ways to effectively market your firm in a world where consumer perception of investment management and financial planning is radically shifting.
Anthony Stich and Tom Burmeister of NaviPlan are out to bring a fresh voice to the podcast scene and the first episode of The Planning Desk podcast offers a promising look at how they’re going to do it. Let’s be honest: We love everything about this episode, from the intro music to the banter between the co-hosts.
Congrats to our friends at NaviPlan on the launch. We’re looking forward to listening along every week.
Listen on Apple Podcasts.
Zach McDonald, President & CMO
“This song is pretty close to perfect.”
Johnny Sandquist, Founder & CEO
“I am ready for warmth and cookouts. This song gives me all those good summertime vibes.”
Keep up with all of our picks of the week over time with the Three Crowns Mixtape on Spotify.
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