Our Articles

 
October 2019

Last week I was invited to speak at a conference for CEOs and executives in the financial services industry. At the conference, Ken Fisher, founder of the second-largest firm in our…

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September 2019

We’re happy to share an update on a project that R&P and the RISE Community have been working on: the Force the Issue campaign and database documenting sexual…

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July 2019

Explore the RISE Racial Justice screen and learn how systemic racism has shaped the current landscape for racial justice investing.

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In The News

 
Schwab Launches TV Commercial
Financial Advisor Magazine, October 2017

Rachel is featured on a new Schwab Advisor Services TV Commercial, which is part of a series promoting the independent advisor. Read the article on the Financial Advisor Magazine website.

 
The New Supermodels 2.0
Huffington Post, September 2017

This Huffington Post article highlights our founder, Rachel J. Robasciotti, as “The Financial Services Founder” along with 15 other out, LGBTQ+-indentified women in business. Read the article on the Huffington Post.

 
10 Young Advisors To Watch
Financial Advisor Magazine, May 2017

Rachel is selected as one of Financial Advisor Magazine’s 10 Young Advisors to Watch in 2017. Read the article on the Financial Advisor Magazine website or view a copy of the printed article here.

Latest Videos

Racial Justice Investing via RISE
June 2019

Explore the RISE Racial Justice screen and learn how systemic racism has shaped the current landscape for racial justice investing.

Build a Diverse Team in Financial Services
April 2019

“Diversity in the workplace doesn’t happen by accident, it happens by intention.” Learn how we built a diverse team in financial services.

RISE Forum Follow-up
December 2018

Learn what RISE is doing to support the #MeToo movement and workplace safety for women.

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