By: Laura Hanichak Gregg
Director of Practice Management and Advisor Research

How can financial advisors help clients manage their emotional response to recent market volatility without damaging their long-term plans? We posed that key question to Dr. Sarah Newcomb, director of behavioral science at Morningstar, in a recent episode of The Flexible Advisor podcast. Now more than ever, understanding the emotions that are driving your clients’ investment preferences is critical.

David Partain, Head of FlexShares Marketing and Co-host of The Flexible Advisor Podcast

Laura Hanichak Gregg, Director of Practice Management and Advisor Research and Co-host of The Flexible Advisor Podcast

New research confirms diversity is essential to advisors’ future success.

As our country continues to navigate momentous issues, from racial justice to LGBTQ rights, it’s time for business leaders to consider their role in driving change. In our latest episode of the Flexible Advisor Podcast, we were thrilled to welcome Shundrawn Thomas, President of Northern Trust Asset Management, to discuss his advice on how leaders can advance diversity, equity & inclusion (DE&I) in the workplace. Throughout his 16+ years at Northern Trust, Shundrawn has been an inspiration as an authentic leader fully committed to racial and gender equality through both his actions and his words.

By: Laura Hanichak Gregg
Director of Practice Management and Advisor Research

To say progress on industry diversity continues to be slow might be an understatement, even when it comes to gender, one of the most popular areas targeted by diversity programs.