Company news and insights from our leadership team

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…

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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…

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I Spoke Out to Expose an Abuse of Power: A Note from our Founder, Rachel J. Robasciotti

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 industry…

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Sustainability Stories

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 can…

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