Fintech veteran, serial entrepreneur and diversity champion Amy Kadomatsu stopped by the Financial Planning podcast this week for a conversation about innovation, motivation and finding strength by lowering your guard.
As CEO of compliance software firm ComplySci, Kadomatsu spends a great deal of her time making sure industry compliance chiefs are ready for anything. But she's also spent 2022 winning awards for her work in the DEI space and making sure the next generation of underrepresented talent knows that a career in fintech or financial services doesn't have to be limited to a supporting role.
The conversation comes on the heels of the latest editorial research from Financial Planning's parent company, Arizent, that aims to understand how diverse groups experience their workplaces and how the different approaches to addressing diversity, equity and inclusion are affecting employees. The goal is to bring data points to DEI metrics not easily quantifiable and identify the areas that need the most improvement.
Check out the podcast, the latest DEI research from Arizent and more insider insight at Financial Planning.
Elsewhere, the latest edition of the Financial Planning Wealtech Weekly recap has fresh fintech news from TIFIN Wealth, Envestnet and Private Advisor Group.
Anything else on your mind? Drop me a line at [email protected]. Have a great rest of the week!
Regards,
Justin | | Justin Mack
Reporter, Financial Planning
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| By Justin L. Mack | Between winning awards for her work in the DEI space and educating chief compliance officers, the ComplySci leader keeps a full schedule. Read story → |
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| | | By Justin L. Mack | Plus, an investment platform from Private Advisor Group and outsourced chief investment officer tech for RIAs of all sizes. Read story → |
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| | | By Paulina Cachero 4 min read | The short-term loans surged in popularity during the pandemic thanks to consumers who were flush with extra cash and limited to shopping online. Read story → |
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| | | By Justin L. Mack 12 min read | Even if headcounts become more diverse, progress will stall if the culture of the industry isn't addressed. Read story → |
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| Learn how to create a financial advisory practice that's bought, not sold. Read more → |
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| | | By Victoria Zhuang 4 min read | Kristin Lemkau, CEO of J.P. Morgan Wealth Management, discussed the launch of the company's Personal Advisors hybrid advisory channel and the challenges of managing and recruiting talent at American Banker's Most Powerful Women in Banking conference. Read story → |
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| | | | | | | | | | | | | | | RESOURCES | | | WEB SEMINAR | | Wednesday, November 16, 2022 2:00 PM EST | Learn how to navigate the new wealth management landscape and position your firm and its products at the forefront of the industry. The Advances in Tech Demo Event puts the spotlight on some of the latest technologies helping you move forward and stay prepared for the future. Learn More → | SPONSOR CONTENT FROM FIDELITY INVESTMENTS | | | WHITEPAPER | | | Digitize your firm and drive business growth. Learn how! Download Now → | SPONSOR CONTENT FROM Orion Advisor Tech | | | WHITEPAPER | | Tuesday, October 18, 2022 12:30 PM EDT | FPA 2022 President-Elect James Lee explains how the organization plans to pursue protection for a title that some advisors say is misused in the industry. Download Now → | | | WEB SEMINAR | | Thursday, November 3, 2022 10:45 AM EDT | The day after the FOMC announces its policy decision, Christian Scherrmann, U.S. Economist at DWS Group, will offer his take on the meeting, Fed Chair Powell's press conference and what comes next. Learn More → | More resources → |
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