Sabrina Ticer-Wurr is a summer intern for Financial Planning through the Dow Jones News Fund.
She is a rising senior at Columbia University studying English Literature and East Asian Languages and Cultures. An aspiring business reporter, she was a deputy university news editor for the Columbia Daily Spectator, where she covered race/DEI and graduate schools.
CHIP founder and CEO Dana Wilson originally created the platform as a directory of financial professionals of color. Now, Wilson wants to use the platform to address the racial wealth gap.
An SEC rule that would increase requirements for companies to disclose their emissions was paused following a lawsuit this spring.
Financial advisors can create welcoming spaces, understand family structures, be thorough with paperwork and maximize savings.
Working in teams can boost productivity, make succession easier and allow advisors to move upmarket, new research suggests.
Despite attacks on the broader ESG strategy, a narrow niche focused on women had a positive quarter.
