Financial Advisor Glossary: ​​Terms You Need to Know When Shopping for an Advisor

CFA. Trustee. RIA. These terms are not exactly self-explanatory. But when it comes to finding a financial advisor, you’ll be better equipped if you know the industry jargon and what’s behind a slew of acronyms. So we’ve put together a handy glossary of fundamental financial advisor terminology and definitions that will help you master the … Read more

Zoe announces partnership with Ohio-based company, Defiant

NEW YORK, May 12, 2022 (GLOBE NEWSWIRE) — Zoe, a wealth management platform recently recognized as one of Fast Company’s Most Innovative Companies, has announced Defiant Financial Services, LLC as one of the RIAs of registered investment advisers) of its exclusive network adviser. Through their rigorous vetting process, Zoe only connects clients with the top … Read more

Tackling the Problem of Diversity in Financial Services

Does the financial services industry have a diversity problem? Ask Nick Foulks, director of communications strategy and customer engagement at Great Waters Financial in Minneapolis. “The industry as a whole is grappling with the concept,” he says. As an African-American financial advisor, Foulks says he is often one of the few, if not the only, … Read more