Installment 3: Looking Outside of Finance for Answers on Race
By: Rachel J. Robasciotti, Founder, Robasciotti & Philipson This article is part three of a series about race and racism in financial services. The full series can be read here. Impact…
Installment 2: Do our investment defaults fund systemic racism?
By: Rachel J. Robasciotti, Robasciotti & Philipson and Sonya Dreizler, Consultant This article is part two of a series about race and racism in financial services. The full series can be read…
How Investors Are Addressing Racial Injustice
In a recent New York Times article, “How Investors Are Addressing Racial Injustice,” Rachel Robasciotti and RISE were featured for their years of commitment to racial equity. The article highlights our approach…
Young Advisors To Watch
We are so proud that our very own Adasina Investment Strategist, Phuong Luong, was featured in Financial Advisor Magazine’s list of “Young Advisors to Watch.” While leading the Adasina Investment Strategy, Phuong…
3 Questions Investors with Social Justice Values Should Ask Their Advisor
As sustainable and impact investing become more commonplace, more investors are seeking investments that reflect their personal values, and products and services are coming to market to meet that demand. Those products…
3 Steps to a Socially Conscious Portfolio
The New York Times featured Rachel J. Robasciotti to talk about 3 Steps to a Socially Conscious Portfolio. “As a queer woman of color, I came from extreme rural poverty,” said Rachel…
A Paradigm Shift in Sexual Harassment Culture
Financial Planning’s podcast, The In|Vest Podcast, featured Rachel J. Robasciotti speaking on her efforts to create “A ‘paradigm shift’ in sexual harassment culture.” Around the 4:15 min mark, Rachel talks about how…
Ken Fisher’s remarks about women show the financial advice industry has a long way to go
“Billionaire investor Ken Fisher has made headlines for lewd comments at an investment conference” in Fall 2019, and CNBC interviewed Rachel Robasciotti about the incident. As one of the only people to…
