Julie Coleman is a summer reporting associate at Financial Planning. Follow her on twitter @itsjuliecoleman.
Julie graduated from the University of Pennsylvania in 2021. She has worked for the Philadelphia Inquirer, the New York Post, NY1, and Forbes Magazine.
The securities lawyer and former NASD regional attorney explains why cases can be so hard to detect and what the industry can do to help.
Jude Erondu wants to help his oil-ravaged homeland, and other developing areas, through sustainable investing.
Enrique Perez started helping his immigrant parents with their finances in college. Now an advisor, he wants to do the same for others in similar disadvantaged situations.
This new list celebrates 10 financial planners early in their careers who are on a path to change the industry.
Dane Runia, who manages $3.2 billion, left Bank of America's brokerage after 16 years.
Some workers say companies should pay as much attention to staffers' financial wellness as their physical health.
A longtime Merrill Lynch veteran, Michelle Avan advocated for Black women and other under-represented talent.
The managing director was arrested for two domestic violence incidents over a three-week period.
The move brings wealth building and retirement planning advice to a large, underserved population of new clients.
Regulators accuse Ramiro Jose Sugranes of “cherry-picking” small sums from his clients and funneling them into an account in his elderly parents’ names.