Category: Editors Choice

Nearly all real estate lending relies on “appraised value”—an estimate of a property’s value based on comparable sales or income. It is used to determine project feasibility, acquiring or constructing buildings and financing the built environment. It’s the sanctioned underwriting tool used by banks, regulators and government for real estate loans. Appraised value lending is

When Tanya Hayles founded popular online community Black Moms Connection (BMC), she didn’t want the group’s purpose to be merely inspirational – she wanted tangible outcomes for Black mothers in the community. “Moms in the group were asking questions like, ‘How do I start a business?’ or, ‘How do I save for my child’s education?’ I wanted

Nearly one-quarter of adults in the U.S. are unbanked (they do not have a checking, savings, or money market account) or underbanked (they have a bank account but also use an alternative financial service product), according to the Federal Reserve. That’s nearly 60 million people! Sheena Allen—raised in Terry, Mississippi, started building apps in college, worked

The pandemic placed financial pressures on many Americans, but not all groups have been affected equally. Studies show the wealth gap has widened, leaving the ultra-wealthy in a better position and placing Black and Latino households, in particular, in a worse state than before the public health crisis. A new poll from online life insurance

Jacqueline ‘JaQ’ Campbell  CEO and senior wealth advisor  Alexander Legacy Private Wealth Management, a part of Carson Group Network What does Black History Month mean to you?   Black History Month means that I have been released to go after my destiny!  I am blessed to have a birthday at the start of Black History Month,

Stratos Wealth Holdings (Stratos), a family of wealth management firms on a mission to support the development of growth-minded financial advisors across the country, congratulates Kenneth Royster, president, CEO and wealth advisor with First Genesis of Virginia on being one of the 12 Black business leaders featured in Virginia Business Magazine’s special edition on the African American business

“Being Black myself, growing up not necessarily having a ton of financial literacy conversations at the dinner table, I feel it’s important to give that knowledge to clients that look like myself,” he said. McCurdy is an executive director at Manhattan West LLC, an independent minority-owned RIA based in Los Angeles, where he provides tailored wealth management services to

PHILADELPHIA–(BUSINESS WIRE)–Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group (NYSE:LNC), today announced the appointment of Samantha (Sam) Hunter as Head of Multicultural Markets. In this role, Hunter will focus her efforts on developing and promoting long-term and sustainable programs that help to advance racial equity and inclusion across Lincoln’s distribution

The financial planning industry is overwhelmingly white (and male). Only 1.8% of just over 92,000 certified financial planners identify as Black or African-American, according to data from the CFP Board, the nonprofit group that sets the standards for the CFP credential, the gold standard of individual planner designations. Among those 1,652 professionals, Frank Paré, 58, is widely

Peter Quoie is a Private Client Advisor and Vice President with J.P. Morgan Wealth Management. He is also a member of the Black Leadership Forum, a program that promotes the recruitment, development and retention of Black leadership at JPMorgan Chase. He talked to us about the importance of hard work, financial planning and diversity within