Healthy Advisor

Robert Castillo came out of the closet to his friends and family when he was 16 years old. But when he first got a job at a financial advisory firm in his 20s, he didn’t feel comfortable coming out to his colleagues. The financial services’ reputation for being very male-centric contributed greatly to that decision. …

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Robert Castillo came out of the closet to his friends and family when he was 16 years old. But when he first got a job at a financial advisory firm in his 20s, he didn’t feel comfortable coming out to his colleagues. The financial services’ reputation for being very male-centric contributed greatly to that decision. … Continue reading Transparency with Diana B.: Coming Out of the Closet →

As a young girl growing up in Egypt, Laila Pence was very well off; her family lived in a seven-bedroom mansion in Suez. But all of that was taken away in almost an instant, when the Israeli army bombed her village during the Six-Day War. Struggling to survive, her family decided to emigrate to the …

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As a young girl growing up in Egypt, Laila Pence was very well off; her family lived in a seven-bedroom mansion in Suez. But all of that was taken away in almost an instant, when the Israeli army bombed her village during the Six-Day War. Struggling to survive, her family decided to emigrate to the … Continue reading Transparency with Diana B.: A Top Advisor’s Immigration Story →

Growing up in Monmouth County the child of two schoolteachers, Conor Delaney struggled being one of the poorest kids in school, dumpster diving for toys and going through several foreclosures on his family’s homes. But the months following his high school graduation were, perhaps, the worst. His father died suddenly; his aunt, heartbroken by her …

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Growing up in Monmouth County the child of two schoolteachers, Conor Delaney struggled being one of the poorest kids in school, dumpster diving for toys and going through several foreclosures on his family’s homes. But the months following his high school graduation were, perhaps, the worst. His father died suddenly; his aunt, heartbroken by her … Continue reading Transparency With Diana B.: Focus on Outcomes, Not Income →

Many registered investment advisors don’t take cybersecurity seriously and don’t know how to respond properly. Yet, according to a recent survey by the Investment Advisers Association, 39% of RIAs have had a cybersecurity incident. Such incidences can have a detrimental effect on an advisor’s mental health. In this episode of Transparency, Diana Britton, managing editor …

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Many registered investment advisors don’t take cybersecurity seriously and don’t know how to respond properly. Yet, according to a recent survey by the Investment Advisers Association, 39% of RIAs have had a cybersecurity incident. Such incidences can have a detrimental effect on an advisor’s mental health. In this episode of Transparency, Diana Britton, managing editor … Continue reading Transparency With Diana B.: The Psychological Effects of a Cybersecurity Breach →

About 12 years ago, Steve Melen had just started a new job as an advisor at Morgan Stanley, was remodeling his house and had a new baby girl when he got the shock of his life; he was diagnosed with stage III stomach cancer. Not long after, he went through a very serious surgery, with …

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About 12 years ago, Steve Melen had just started a new job as an advisor at Morgan Stanley, was remodeling his house and had a new baby girl when he got the shock of his life; he was diagnosed with stage III stomach cancer. Not long after, he went through a very serious surgery, with … Continue reading Transparency With Diana B.: An Advisor’s Battle With Stomach Cancer, Addiction and Himself →