diversity in finance

Private Wealth Advisory’s Changing Landscape

Specialization, personalization and technology in private wealth carry on, as does merger activity. Anna N’Jie-Konte of Re-Envision Wealth recently spoke to Nancy Vailakis about how wealth management is changing, in this latest Emerging Manager Monthly Q+A article titled: “RIA Looks To ‘Re-Envision’ Wealth Planning For People Of Color”. Topics include the democratization of financial planning, […]

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Short Duration Credit and Asset Management Merger

What investments look compelling in the current environment? In this latest Q+A article published by Emerging Manager Monthly: Preserver Partners CIO Excited About Partnership, Credit Markets, the Principal of Ancram IRBD LLC, Nancy Vailakis, interviews Caroline Lovelace, CIO + Portfolio Manager of Preserver Partners, and delves into what looks compelling from an investment perspective in the

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