Rita Cheng

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  Learning to Speak Your Client’s Language

  By Olivia Mellan  |  February 1, 2012

  The best financial advisors know how to tune into each client’s money history and individual story.

• How Advisors Can Deal With Client Cultural Differences

  By Olivia Mellan  |  December 27, 2011

  Some advice for advisors on how to interact with clients who different cultural perspectives.

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  The Right Ways to Attract and Retain More Women Advisors

  By Savita Iyer-Ahrestani, AdvisorOne  |  January 3, 2011

  New efforts in the industry and government to bring more women into the advisory profession.

• Finding Inflation Hedges in Retirement Income Planning: IA Retirement Plan Advisor for July 2010

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  July 14, 2010

  Whether it's near or far off, a new focus on protecting retirees against inflation

• A Self-Imposed Barrier for Advisors Serving South Asian Clients

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  February 1, 2010

  There are just two issues that advisors who are interested in serving clients from the South Asian diaspora need to understand: Family and community. They...

• Black Wealth

  By Bruce Fraser  |  June 1, 2007

  Advertisers got the message long ago: African-Americans drive luxury cars, own valuable real estate, drink expensive beverages and vacation in exotic resorts. In fact, while...