The Underserved Client

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  Outsourcing Can Make Smaller Accounts Profitable

  By Savita Iyer-Ahrestani, AdvisorOne  |  April 25, 2013

  Many financial advisors would be more than willing to serve clients with smaller account balances, but unfortunately, it’s often not possible because running a business is so costly. But FTJ FundChoice has a solution.

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  NY Life to Hire 1,750 Women, Minorities

  By Savita Iyer-Ahrestani, AdvisorOne  |  March 26, 2013

  Buoyed by the tangible business success of having made a targeted effort to cultivate a diverse work force, New York Life is looking to up the ante even further.

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  Minority-Owned Businesses Ripe for Cash Infusions

  By Savita Iyer-Ahrestani, AdvisorOne  |  February 27, 2013

  Kesha Cash of Jalia Ventures teaches minority business owners how to get access to capital

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  Road to Independence Is Particularly Rocky for Minorities

  By Savita Iyer-Ahrestani, AdvisorOne  |  January 30, 2013

  Despite the hurdles minorities face in going independent, it should still be a goal for young planners.

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  As Hispanic Businesses Grow, Opportunities Beckon

  By Savita Iyer-Ahrestani, AdvisorOne  |  December 21, 2012

  The Latino coalition argues that financial services firms are missing a big opportunity in a growing, but still institution-averse, business community.

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  Prudential’s LGBT Program Earns Top Honors

  By Savita Iyer-Ahrestani, AdvisorOne  |  November 20, 2012

  For the 12th year in a row, Prudential has earned top honors for diversity practices from Human Rights Campaign particularly for its commitment to programs and practices that support the inclusion of LGBT employees.

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  African-American Advisors Should Not Give Up on the Profession

  By Savita Iyer-Ahrestani, AdvisorOne  |  October 5, 2012

  Even as the number of African-American advisors entering the profession may have stagnated, studies have shown that African-Americans have a growing need for advice.

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  Financial Literacy and Gaming: Match Made in Education Heaven?

  By Savita Iyer-Ahrestani, AdvisorOne  |  August 27, 2012

  A computerized financial literacy game grounded in the real world teaches 16- to 22-year-olds the financial facts of life.

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  Quad-A: Enticing Black Students to Become Advisors

  By Savita Iyer-Ahrestani, AdvisorOne  |  August 8, 2012

  Quad-A’s focus is on trying to get historically black universities like Howard to introduce degree programs in financial planning.

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  Morgan Stanley’s Multicultural Web Portal Breaks New Ground

  By Savita Iyer-Ahrestani, AdvisorOne  |  June 7, 2012

  Morgan Stanley Smith Barney's Multicultural Financial Advisors Forum helps advisors serving minority clients exchange best practices.