Veris Wins Award for Diversity in Wealth Management
For the second year in a row, Veris Wealth Partners has been selected as the winning firm in the Diversity in Wealth Management (Company) category of the Family Wealth Report Awards.
Economic & Market Update: Q1 2025
By Jane Swan, CFA and Roraj Pradhananga, CIMA & CPA
The global economic landscape has shifted at a dizzying pace since our last update. In just three months, economists’ 12 month forward looking consensus on the probability of a U.S. recession soared from 22% in January to 65% following President Trump’s announcement of “Liberation Day” tariffs on April 2.¹ After a subsequent 90-day pause on most of these tariffs, recession odds dropped to around 45%. This ongoing policy uncertainty continues to weigh heavily on markets, undermining business and investor confidence.²
Cybersecurity Tips to Prevent Fraud and Protect Your Private Information
As technology evolves, cybercriminals are using new techniques to compromise their victims’ personal information, steal their identities, and commit fraud and theft. Veris is dedicated to protecting our clients from fraud and safeguarding your privacy and personal information. As part of our efforts, we will share a list of three simple and practical things you can do to help prevent hackers and cybercriminals from accessing your accounts.
Veris Wealth Partners named finalist for five 2025 Family Wealth Report Awards
Veris has been selected as a finalist in five of the 2025 Family Wealth Report Awards: ESG Investing (Advisory), Impact Investing (Advisory), Diversity in Wealth Management (Company), Outstanding Contribution to Wealth Management Thought Leadership (Company), and Women in Wealth Management (Company Contribution).
Investing in Reproductive Rights: Strategies and Tactics for Impact Investors
Veris and Gratitude Railroad convened an event focused on Investing in Reproductive Rights in Denver in early March of 2025. Stephanie Cohn Rupp, CEO of Veris and Chair of the Board of US SIF, said in her introductory remarks, “In conversations covering women’s health and reproductive rights, policy interventions and grant making opportunities are often highlighted, but we believe it is equally important to discuss the ways that this area of impact is also investible.”
Our goal for this session was to highlight a spectrum of approaches that investors can take to help expand women’s access to reproductive healthcare. Panelists Ruth Shaber, Rebekah Saul Butler, Erika Seth Davies, and Ronda Dean each brought their own unique perspective to the conversation. Below we share some of the key tactics and action steps suggested by the panelists, as well as a list of recommended resources for further exploration.
5 Trailblazing Leaders in Finance
In honor of Black History Month, we will shine a light on a few of many transformative Black leaders that blazed new pathways in the field of finance. Each of these Americans achieved success through their work in banking and finance, often overcoming significant barriers along the way, and created new pathways that enabled other innovators to follow.
Recent Posts
-
-
Economic & Market Update: Q3 2025 November 3,2025
-
The OBBBA of 2025 – What Investors Need to Know & Potential Action Items September 23,2025
-
Shareholder Advocacy: Engagement Under Pressure September 17,2025
-
Economic & Market Update: Q2 2025 August 19,2025
