I could be wrong (and hope that I am) but the guess here is that those about to read this column are probably unfamiliar with the name Willis McGlascow Carter. (How about a show of hands by those who do and are anxious to prove me wrong.)| ADR
Nearly 70% of high-net-worth clients said advisors should help them reduce their taxes, Cerulli found. The post Tax Planning Is Table Stakes for Advisors appeared first on The Daily Upside.| The Daily Upside
In case you didn’t know, September 12 is the start of HHM (Hispanic Heritage Month). And I’ll be completely honest with you, readers – I missed writing something uniquely significant and celebratory about HHM and other heritage months over the past few years. To be clear, I’m not Hispanic by birth, although that doesn’t matter, … Continue reading Mr. and Mrs. President, tear down those border walls – by Terry Howard→| ADR
Throughout history, political discourse in the United States has oscillated between civility and conflict. There were notable times when individuals from opposing perspectives engaged in constructive debate, exemplified by the 1965 exchange between author James Baldwin and conservative commentator William F. Buckley Jr., as well as the bipartisan relationships of leaders such as Ronald Reagan … Continue reading Political Violence & Inclusion – by Deborah Ashton→| ADR
For nearly a year I’ve been going through an out-of-body experience. It was launched by a simple request that has turned into a not-so-simple journey. Here’s what happened. In the fall of 2024, Steven Mandeville-Gamble, Director of the University of California, Riverside, Library, asked me to donate my professional papers to the library’s Special Collections. … Continue reading Renewing Diversity Part 9: Rediscovering My Professional Journey – by Carlos Cortés→| ADR
Cross-dressing has a Different Meaning at a Different Place in a Different Time In recent years, with more and more social acceptance of multiple variations of gender identity, cross-dressing has become an empowering tool for transgendered individuals who are out, proud, and loud to assert their gender identity. Notwithstanding, we have to be cognizant of … Continue reading Survival Matters: Cross-dressing – by Julia Wai-Yin So→| ADR
The Jewish New Year is upon us, but may not feel like new, with vaccines being banned and Trump destroying democracy, making Americans hungrier, dumber, sicker, less safe, and more prone to natural disasters. He’s facing more days in court, alas with a Get Out of Jail Free card form the Supreme Court, which has … Continue reading Rosh Hashanah 2025 – by Marc Brenman→| ADR
BREAKING NEWS: Recent Department of Labor statistics show that nationwide, Black women lost 319,000 public and private sector jobs from February to July this year compared to 142,000 and 176,000 increases, respectively, by white and Hispanic women. White men saw an increase of 360,000 over that same period of time. | ADR
A breakdown of the factors to determine how much equity to pay your startup's advisors.| Pitching Angels
Early career advisors discuss what they need to succeed and how their generation thinks about finances.| The Daily Upside
I begin this piece with a test on your ability to immediately recognize the names of the following five prominent Black women in the United States. Any luck? | ADR
With hundreds of medications in the market, Pharm Ltd. needed a proper method to predict and manage their inventory. Using a mean absolute percentage analysis (MAPE), the teams defined appropriate levels for raw materials and finished products by mapping.| Tinnelly Law
Today’s analysts and advisors love talking about how the speed of AI advancements is turning every industry on its head,...| Horses for Sources | No Boundaries
this narrative is about our recent visit to the Legacy Museum, the Freedom Monument Sculpture Park and National Museum of Peace and Justice.| ADR
How to choose an advisor? Is school prestige important? How important are peers? I answer these questions to help you find the right grad school.| Tim Dettmers
