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Investment Advisor
August 2008
Olivia Mellan |
Minority Affairs Let's take a look at clients from different cultures, and how advisors can train themselves to serve minority groups.   |
Investment Advisor
February 2010 |
Invest Globally, Advise Locally Why alpha will be found overseas in 2010, and why back home, USC Professor Jody Agius Vallejo's research can help you add clients. |
Financial Advisor
November 2012
Kate Statler |
The Generation (And Other) Gaps Financial advisors must keep many demographic trends in mind to stay ahead. |
Financial Planning
October 1, 2010
Carmen Wong Ulrich |
What's Next for Diversity The face of financial planners is changing. As go the shifting demographics of this country, so goes financial planning. |
Salon.com
April 27, 2002
Suzy Hansen |
The browning of America Author Richard Rodriguez talks about the erotic conundrum of race mixing in America, his strange love for Richard Nixon and why George W. Bush is our first Hispanic president... |
BusinessWeek
March 15, 2004
Brian Grow |
Hispanic Nation Hispanics are an immigrant group like no other. Their huge numbers are challenging old assumptions about assimilation. Is America ready? |
Food Processing
September 2012
Diane Toops |
The New American Majority How food and beverage marketers are targeting Hispanics, Asians and other fast-growing demographic groups. |
Salon.com
May 30, 2001
Richard Rodriguez |
Black and tan fantasy The Census says Hispanics are poised to outnumber blacks as America's largest "minority" -- but can Hispanics really be compared to African-Americans? |
Knowledge@Wharton
August 13, 2003 |
Habla Espanol? Your Company Will Soon Have to Do That U.S. executives unschooled in Spanish are learning one key phrase these days -- "Estamos para servirle" -- a popular expression meaning, "We are here to serve you." Companies that don't understand the meaning or importance of those words risk ignoring a major business opportunity. |
Foundation News & Commentary
Sep/Oct 2006
Emmett D. Carson |
The Black/Brown Divide There is much that foundations can do to improve relations between Mexican and African Americans. By creating a shared dialogue, foundations can assist African and Mexican Americas in finding and acting on their mutual self-interest. |
Investment Advisor
November 2009
Savita Iyer-Ahrestani |
Hispanics Need Advice This fast-growing segment of U.S. population offers a great opportunity for advisors. |
Financial Planning
April 1, 2011
Eduardo Ramos |
Courting the Latino Market In many ways, the Hispanic or Latino market is very similar to any other market of financial planning clients. On the other hand, if you don't know many Hispanics or have any Hispanic clients, it can be a hard market to break into. |
Financial Planning
February 1, 2013
Jim Grote |
Practice Profile: Raoul Rodriguez Walters Raoul Rodriguez Walters planning practice specializes in the intricacies of financial migration. |
U.S. Banker
October 2008
Anthony Malakian |
New Tactics Needed for Spanish-Speaking America With increasing percentages of Hispanics in the U.S. population, banks need to start earning the trust of the minority communities. |
Investment Advisor
March 2010
Lewis Schiff |
The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers. |
Financial Planning
January 1, 2007
Elizabeth O'Brien |
The Other Diversification Financial planners take steps to increase minority participation in the industry. |
Financial Advisor
September 2007
Bruce W. Fraser |
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. |
Bank Technology News
March 2001
Daniel Joelson |
U.S. Financial Firms Cater To Latinos How to serve the burgeoning Hispanic population in the U.S.? Offer more comfortable ways to manage finances... |
IDB America
August 2001
Charo Quesada |
A revolution sparked by numbers The latest United States census catapults the Hispanic population into the headlines -- and into the political big leagues... |
Reason
December 2000
Joel Kotkin |
Movers and Shakers How immigrants are reviving neighborhoods given up for dead |
National Real Estate Investor
May 1, 2006
Jennifer Popovec |
Targeting the Ethnic Shopper The shopping center industry as a whole has yet to reach ethnic consumers, despite the prospect of capturing hefty revenues -- and the majority of retail real estate owners across the nation have no formal strategy for tapping the wallets of these growing populations. |
Trusts & Estates
May 2002 |
Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc. |
BusinessWeek
March 15, 2004 |
How Wells Fargo Banks on Hispanics Its L.A. regional president says Wells is now opening 22,000 new accounts a month by tailoring programs to meet Latinos' needs |
Entrepreneur
June 2003
Kim T. Gordon |
¿Se Habla Espanol? If you don't already, it's time to start. Tapping the Latino market could translate to increased sales. |
Prepared Foods
July 16, 2007
Tom Zind |
A Tough Temptation Truly understanding the North American Hispanic market is essential, but the food preferences of this culturally diverse group are anything but homogeneous. |
Salon.com
April 5, 2001
Dalton Conley |
How to widen the black-white wealth gap Ignore the claims of rich, black estate-tax foes. The tax is good for African-Americans... |
Managed Care
October 2007
Martin Sipkoff |
Cultural Sensitivity Is Vital In Medication Management The diverse Latino population requires insurers to understand that there is no cookie-cutter answer for successful medication management. |
American Family Physician
December 1, 2005
Gregory Juckett |
Cross-Cultural Medicine Cultural competency is an essential skill for family physicians because of increasing ethnic diversity among patient populations. |
BusinessWeek
March 15, 2004
Roger O. Crockett |
Why Are Latinos Leading Blacks In The Job Market? The booming Hispanic labor force turns out to have an unexpected side effect: Latinos are outperforming blacks in the job market. Part of the reason stems from the fact that many Hispanics have less education or are vulnerable illegal immigrants willing to work for less pay. |
FDIC FYI
April 22, 2005 |
FYI: An Update on Emerging Issues in Banking How can bankers and realtors help the rapidly growing Hispanic population realize the American dream of homeownership? Bridging the information gap that Hispanic households have about the home-buying process is a good start. |
BusinessWeek
June 5, 2006
Brian Grow |
Not Your Papi's Network Si TV is small, but its target audience - young, bilingual Hispanics - is huge. |
Reason
July 2002
Melinda Ammann |
Breast Men Mexican immigrants want to fillet our chickens. The INS is determined to stop them. |
Prepared Foods
January 1, 2006
Lauren Swann |
Better Living for Latinos Health officials and food industry experts call for a return to traditional cooking practices and ingredients to combat a growing trend in diet-related health problems among Latin-Americans. |
BusinessWeek
January 17, 2005
Brian Grow |
Tapping A Market That Is Hot, Hot, Hot With Hispanics' wealth and population rising three times faster than the U.S. average, the FDIC predicts that they will account for more than 50% of U.S. retail banking growth over the next decade, yet 56% have no bank accounts. |
Prepared Foods
February 2008
William A. Roberts, Jr. |
Article: The Hispanic Influence The food and beverage industry has tremendous challenges to cater to the important, yet varied, Hispanic consumer base. |
BusinessWeek
July 12, 2004
Alexandra Starr |
It Takes More Than A Little Espanol What's hampering Bush's efforts to woo Hispanics? |
Salon.com
January 9, 2001
Alicia Montgomery |
Lady Bountiful? Linda Chavez's "charity" to an illegal Guatemalan immigrant may cost her a Cabinet post. Her critics say it's the only nice thing she's ever done for Latinos... |
Registered Rep.
October 1, 2006
Kristen French |
It's Triage Time There are millions of baby boomers zooming toward retirement who have vastly underestimated their future financial needs. In other words, for financial advisors and their clients, it's triage time. |
BusinessWeek
March 15, 2004 |
Here Come The Latino Home Buyers Former HUD Secretary Henry Cisneros says by decade's end, this group will buy some 3 million homes, including thousands from his company |
Mother Jones
August 2000
Linda Weber |
Star Spanglish Banner As this sampling attests, writers, musicians, and filmmakers have thrown Hispanic and U.S. cultures into the blender, and audiences -- both Latino and Anglo -- are sipping the bilingual, bicultural concoction con sabor. |
Job Journal
May 2, 2004
Julia Hollister |
California's Latino Population a Driving Force Demand for bilingual skills goes up with Latinos' purchasing power. |
Salon.com
June 27, 2000
Jake Tapper |
The George W. minority outreach tour Bush reaches out to Latino and black voters in his latest campaign swing. |
InternetNews
January 2, 2004
Robyn Greenspan |
Ethnic Personalities Apparent Online An examination of the African-American, white, and English-speaking Hispanic Internet population revealed as much diversity online as there is offline. |
Financial Advisor
September 2005
Bruce W. Fraser |
Through The Eyes Of Estate Planning Attorneys Attorneys and financial advisors are natural allies in the estate planning process, but if the relationship is not cultivated properly, it can deteriorate quickly. |
Registered Rep.
October 23, 2003 |
Learn Spanish: Grow Your Business Hispanics are woefully underserved by the financial services industry. With rising incomes and a growing population Latinos are now being targeted by financial services companies. |
CIO
March 15, 2006
Juan Enriquez |
What Can Tear Us Apart Failing to educate our youth for science and technology careers and disrespecting our differences could have dire consequences for the unity of our nation. |
Financial Planning
November 1, 2006
Elizabeth O'Brien |
The Thing You Can't Ignore (Anymore) Seven industry experts discuss the topic of financial advisory practice management. Success breeds competition, and the advisors who come out ahead will know how to run their practices like businesses. |
U.S. Banker
October 2008
Joseph Rosta |
Banking Gap Prevails for Hispanics and Blacks Many American minorities don't have any type of bank account. |
Salon.com
May 23, 2001
Andy Dehnart |
Don't call it a comeback How TV networks turned around their lily-white lineups -- and why that still isn't enough... |
Investment Advisor
October 2006
Black & Bakker |
Life Support A reader survey suggests how asset managers can be true partners with investment advisors. |
