Month: October 2023
WealthManagement EDGE Podcast: Breaking Conventions for Inclusive Equity with Dana Wilson

WealthManagement EDGE Podcast: Breaking Conventions for Inclusive Equity with Dana Wilson

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From finance to fintech disruption, CHIP founder Dana Wilson redefines fear and empowers change.

In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Dana L. Wilson, CEO and founder of CHIP (Changing How Individuals Prosper). Dana’s journey from banking to fintech innovation is a remarkable one. With awards for diversity and inclusion, as well as thought leadership, she’s been recognized as a “One To Watch” in Fintech by Money 20/20. Known as the mastermind behind “Dana Disrupts” (@DanaDisrupts), she offers unique insights into reshaping the financial sector to be more inclusive for people of color, ensuring a seat at the wealth table for all.

Specifically, Nabia and Dana talk about:

  • Dana’s unconventional journey from banking to entrepreneurship
  • Closing the wealth gap in America
  • Facing the fear of failure and embracing challenges for personal growth
  • The importance of self-care to fuel success

Resources:

WealthManagement EDGE Podcast 

Connect With Nabia Jenkins-Johnston:

Connect With Dana L Wilson:

About Our Guest:

Dana L. Wilson, MBA, has over 15 years of experience in the financial services industry. In 2021, InvestmentNews recognized her as a “See It Be It Role Model” for her diversity, equity, and inclusion work. In addition, to receiving two company awards in 2021 from Think Advisor for her work in diversity and inclusion and thought leadership. She was named “One To Watch” in Fintech from Money 20/20 and received an award as a 2021 Trailblazer from Black Women In Media. She was named one to change the face of Wealth Management in 2022 by Wealth Management and named as one of 41 Top Influencers for Financial Advisors in 2023 by Indigo Marketing Agency.

 

She graduated from North Carolina Central University, where she received her Bachelor of Business Administration (BBA) with a concentration in Marketing. She also graduated from Penn State University, Smeal School of Business, with her Master’s in Business Administration, studying Strategic Leadership and completing a concentration in Corporate Innovation.​

Dana is the Founder & CEO of CHIP (Changing How Individuals Prosper), a B2B financial services marketplace that makes it easy to find Black and Latinx, financial professionals.



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WealthManagement EDGE Podcast: Casting a Bold and Impactful Vision with Aisha Hunt

WealthManagement EDGE Podcast: Casting a Bold and Impactful Vision with Aisha Hunt

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In this next episode of the WealthManagement EDGE Podcast, Nabia Jenkins-Johnston, senior conference producer at WealthManagement.com and Aisha Hunt, founder of law firm Kelley Hunt & Charles, talk about legal changes in the way we do business, gaining a perspective on diversity and inclusion, and emphasizing the need to create an inclusive, mutually beneficial financial landscape. 

 

Aisha brings over two decades of experience in her role as principal of KHC, a majority women- and minority-owned law firm that specializes in helping asset managers bring legal and business aspects together. Here, she discusses the firm’s involvement with the US Benchmark Series on the groundbreaking efforts to gain SEC exemptive relief, and why casting a bold innovative vision is the key to forward thinking. 

 

Specifically Nabia and Aisha cover:

  • The SEC ruling on ETFs working in 401(k)s
  • Shaping the future of the financial industry by pushing boundaries
  • The concept of “growing the pie” and expanding the financial industry’s opportunities rather than competing for limited resources
  • The importance of having an open source of sharing ideas and providing spaces for one another

Resources:

WealthManagement EDGE Podcast 

Connect With Nabia Jenkins-Johnston:

Connect With Aisha:

About Our Guest:

Aisha (Kelley) Hunt brings more than two decades of legal and financial services industry experience to her role as founder of Kelley Hunt & Charles, having worked with some of the largest and most respected asset management and law firms in the industry. The firm specializes in helping asset managers with all legal aspects of launching, converting/merging and managing ETFs, mutual funds, interval funds, BDCs, CITs, SMAs and other investment products across a wide variety of asset classes, including ESG and digital assets. 

Prior to her most recent role as General Counsel at Vident Financial, Ms. Hunt was General Counsel at ALPS and a Partner at Dechert LLP. She has also held senior in-house legal counsel roles with Wells Fargo and Dodge & Cox. 

Kelley Hunt & Charles is a majority women- and minority-owned law firm that was founded by Ms. Hunt.



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WealthManagement EDGE Podcast: Retirement, Annuities, and Regulation Unveiled

WealthManagement EDGE Podcast: Retirement, Annuities, and Regulation Unveiled

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Protecting the average retiree in a confusing landscape of investment planning vs. financial planning. 

In this episode of the WealthManagement EDGE Podcast Nabia Jenkins-Johnston, senior conference producer at WealthManagement.com and Michelle Richter-Gordon, co-founder, Annuity Research and Consulting, explore fiduciary roles and regulatory definitions in the financial world. They unveil the impact of misaligned titles, where financial and investment advisors differ, and the necessity for wealth management. 

Specifically, they cover:

  • Fiduciary roles in financial management
  • Differences between financial and investment advisors
  • The importance of wealth management
  • The significance of insurance and annuities in retirement planning

Resources:

Connect With Nabia Jenkins-Johnston:

Connect With Michelle Richter-Gordon:

About Our Guest:

As a co-founder of ARC, I’m hoping to lead by example toward process standardization in best practices for the financial advice profession.
 
I was born and bred to advise upon prudent risk mitigation and believe that America’s retirees would be better-served by integrating an income-oriented worldview into asset management business models. Since current regulatory standards for advisory services are most often billed through the lens of asset maximization, there is no scalable framework to charge for intellectual property and advisory services that minimize liabilities or smooth income (the functions that insurance performs).
 
Adding annuities inside DC plans offers an opportunity to innovate here, under the guidance of ERISA prudent process standards. I also have a successful strategic consulting practice advising insurers and financial services companies about how to integrate liability-minimizing services that only insurers can provide.



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