Our Articles

April 2019

In this Marketplace segment, RISE consultant and philanthropic coach, Iris Brilliant, shares her personal journey as a young person with wealth and social justice values.

December 2018

Maya and Rachel aren’t just business partners, they’re best friends. Hear how their connection has not only allowed them to nurture their business, but also change and strengthen one another. You…

October 2018

In this Impact article, Rachel Robasciotti reveals how being an independent financial advisor has empowered her to do business in ways that are in line with her own values…


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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Find them on our Frequently Asked Questions page or contact us directly.