and the concomitant shift to online education, has led to a rapidincrease in demand” for content on Kitces.com, he said recently.
Renée Baker leads RaymondJames Private Client Group’sAdvisor Inclusion Networks,which includes its WomenFinancial Advisors Network,Pride Financial AdvisorsNetwork and Black FinancialAdvisors Network. She joinedRaymond James in 2017 and ledmarketing for Carillon TowerAdvisers, after working for Aberdeen Standard Investments.
Baker also is active in the Tampa, Florida, chapter of theCMO Club, for chief marketing officers, is a board memberfor Community Action Stops Abuse and serves as a trustee forAmerican Stage Theatre Company and a co-chair of its equity,diversity and inclusion committee. She recently became aboard member of Susan G. Komen.
Active on social media, Baker is one of the most important voicespushing the financial services industry to embrace the power ofdiversity and the importance of inclusion. “There is power in stepping out of your comfort zone. I’d rather be uncomfortable andgrow than feel safe and be stagnant,” she recently said on Twitter.
Jeff Levine, CPA/CFP, serves as
Kitces.com’s lead financial planning nerd and recently was tappedfor the role of chief planning officerfor Buckingham Wealth Partners,where earlier he served as itsdirector of advanced planning.He’s now a tax planning specialistfor Holistiplan, which makes taxplanning software for advisors.
A constant presence on Twitter
via the handle @CPAPlanner, Levine has shared highly detailed
summaries and thorough insights of major legislation affecting
advisors and investors during the pandemic — regardless of
how many hundreds of pages the new laws entailed — making
him the “go to” source on such matters. He recently signed on
to advise Holistiplan on ways
it can further tweak how its
software reviews clients’ tax
returns for potential financial
Tyrone Ross Jr. is the CEO of
Onramp Invest, a fintech alter-
native investment app and
platform, and he serves on
the board of advisors for ETF
maker Reality Shares. The former Merrill advisor also is the
founder of 401STC, a storytelling consultancy, and a 2004
Olympic Trials qualifier in track and field.
Ross keeps active in other ways by speaking out on Twitterand advising young professionals around the issues he’s mostpassionate about. “It’s #FinancialLiteracyMonth so I’m banging this drum all month! Lack of financial literacy is a crisis inthis country. Here’s my 3E’s on we all can help change it,” hetweeted in early April, referring to exposure, education andempowerment of youth, young adults and others.
Ric Edelman — author and founder of RIA Edelman FinancialEngines — leads the RIA Digital Assets Council, which justformed a strategic partnership with the Financial PlanningAssociation to provide educational programming and contentto help FPA members understand the complexities of cryptocurrencies and how these issues can affect their clients’financial plans.
“Gaining vital knowledge about this new asset class willhelp financial planners attract more clients and serve thembetter,” Edelman explained. The RIA Digital Assets Councilalso offers a certificate program for financial planners toobtain proficiency in blockchain and digital assets to helpmanage their clients’ investment management strategy.
Rachel Robasciotti is thefounder of the socially conscious investment advisory firmAdasina Social Capital and alsothe director of Advocacy andEngagement for RIA AbacusWealth partners; she took on thelatter role after Robasciotti &Philipson merged with Abacus.
Earlier this year, Robasciotti— who recently testified beforea U.S. Senate Banking Committee on the GameStop tradingfrenzy — worked with Abacus CEO Brent Kessel and others on the Due Diligence 2.0 Commitment. This effort asksasset managers to reform traditional due-diligence and risk-assessment frameworks to increase the flow of capital to Black,Indigenous and other people of color.