DEI

ETF Upside

The ETF Betting on Women-Led Companies

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Hypatia Capital’s Patricia Lizarraga said her firm’s ETF is one-of-a-kind, but it has struggled to get on major platforms.

4 min read

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Advisor Upside

JPMorgan, Edward Jones Among Latest Firms to Reshape DEI Efforts

JPMorgan said it has swapped out “equity” for “opportunity” in an effort to better reflect the program’s goals.

2 min read
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Advisor Upside

Clients Want to Dump Trump to Live Abroad. It’s Harder Than They Think

Advisors play a critical role in what could become a life-changing decision for clients — starting a life in a new country.

2 min read
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Advisor Upside

Don’t Mess With Texas Stock Exchange’s $161m Raise

The project would provide a venue for smaller, private companies to list, and open up new investment opportunities for clients.

2 min read

Advisor Upside

How Early Education is Helping Advisors Promote Racial Equality

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Black professionals account for just 2% of Certified Financial Planners in the US, according to industry data.

2 min read

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