Anne Field

The road to real change in advisory firms calls for a full-court commitment. A small number of RIAs are moving past lip service.

A lot can be learned listening to clients’ experiences with financial advisors—good and bad. We talked to Stan Kimer, president of Total Engagement Consulting by Kimer, a diversity and career consulting firm in Raleigh, N.C.

Five years ago, Jefferson Shriver cofounded Doselva, a social enterprise in Nicaragua that not only helps coffee farmers grow botanical ingredients for spices to sell to the food industry, but also has established a new, sustainable supply chain system to process and export those materials.

How to create inter-generational wealth among people of color and to do so in a way that’s accessible to a critical mass of people? The answer: Boost business ownership by people of color, but with a twist. Instead of helping founders start something from scratch, focus on entrepreneurship through acquisition.

I ghost wrote this article about Catalyst research on racism at work faced by women from marginalized racial and ethnic groups.

Starting a company, whether it’s a social enterprise or a regular one, is a high-stress endeavor and not for everyone. But does it harm founders’ mental health? The answer, according to a new report, is yes.

Clients who think their advisor really hears what they’re saying tend to stick around for longer.

An annual nod during Pride Month is no longer adequate acknowledgment, a new study finds

Sure, during the pandemic, many firms started Zooming and introduced hybrid work setups. But some advisors also tried out a wide range of other practices, innovations they still continue to use.

I ghost wrote this article on Catalyst's new strategy for CEO Lorraine Hariton

By maximizing existing actuarial skills, companies could benefit from their unique ability to provide comprehensive predictive insights and recommendations able to help drive organizational performance.

Advisors looking for someone to take over their practice may find the second—or third—time’s the charm.

A growing number of advisors are finding they have to add a new element to their financial planning—how badly their clients may be affected by global-warming-induced wildfires, flooding, hurricanes or other disasters and whether adjustments need to be made to their plans, as a result.

Consumers and investors are not the only ones playing a big role in shaping sustainability trends in the fashion industry. The sector’s substantial impact on the climate—comprising as much as 10% of annual global carbon emissions—has necessitated government agencies to step in as well.

The push for greater diversity at the highest levels of organizations received a boost in March, when the United States Agency for International Development appointed its first Chief Diversity Officer, The appointment of a diversity, equity, and inclusion (DEI) leader follows similar moves within a wide array of organizations and industries over the past several years.