LIMELIGHT

Your name could appear here. Ever wonder how people get their news highlighted on this page? The best way to get our attention is to email links to your recent media quotes, articles, and other news—along with your Twitter handle, if you have one—to marketing@napfa.org.

Luis Rosa: “Here’s how financial firms can disrupt the status quo and truly commit to diversity,” FinancialPlanning, Dec. 13. Rosa says, “Underrepresentation persists in the financial planning industry, and the BLX Internship Program exists to address head-on the profession’s long-standing diversity gap. The BLX Internship Program is not just a concept; it’s a concrete solution.” 

Stacy Francis, Chelsea Ransom-Cooper: “24 people who will shape wealth management in 2024,” FinancialPlanning, Dec. 5. Both Francis and Ransom-Cooper were named as leaders of the financial planning community by the FinancialPlanning staff. 

Lynn Chen-Zhang, Ted Halpern, Zack Hubbard, Dan Moisand, Michael Walther: “All-round All Stars,” InvestmentNews, Dec. 4. Chen-Zhang, Halpern, Hubbard, Moisand, and Walther were named as some of the “best and brightest” by InvestmentNews: “While the featured professionals in this year’s roundup have all found success in their respective fields due to their outstanding abilities, they share a common interest in supporting underserved groups and the next generation of wealth professionals.”   

Leighann Miko, River Nice: “How financial advisors can better serve transgender clients,” FinancialPlanning, Dec. 4. Miko says, “A lot of queer folks, especially the older generations, choose not to marry for a variety of reasons.” Nice says, “One of the biggest misconceptions is the idea that transgender people don’t have wealth, or don’t have access to much money.” 

Peggy Ruhlin: “Peggy Ruhlin Discusses the State of Women Financial Planners,” Journal of Financial Planning, December. Ruhlin says, “If you’re looking for employees, you can’t just sit there and wait for them to apply. You have got to go out and plant the garden and then till the garden and someday there’ll be a harvest.”  

Danika Waddell: “Helping women in tech align wealth with values,” InvestmentNews, Nov. 30. Waddell says, “One thing that’s really important to me is making our industry more accessible to those who would like to become financial planners. Having a team that’s more diverse than the average in our industry, creating jobs, creating a flexible environment where people can learn – I would love to have some kind of residency program too.”  

Brooklyn Brock: “Advisor Exit Planning Strategies That Will Blow Your Mind with Brooklyn Brock,” The Model FA, Nov. 21. Brock says, “… financial planning is one type of service that can help people through life transitions.”