Latest News & Updates

The U.S. wealth management industry is growing rapidly, with assets under management projected to hit $73 trillion by 2030. However, by 2034, a shortage of 100,000 advisors is expected due to retirements and low recruitment. While technology evolves, human financial advice remains vital. To address this gap, firms are hiring career changers for their transferable skills and fresh perspectives—an approach that aligns with Support to Succeed’s mission.

We are excited to partner with the Urban League of Eastern Massachusetts (ULEM) to enhance workforce development opportunities and financial literacy for the communities they serve. This collaboration will empower individuals to pursue high-demand, family-sustaining careers while creating new program opportunities within ULEM.

We’re thrilled to announce a $5,000 grant from the Eastern Bank Foundation to support the development of the Financial Institution Memorandum of Understanding (MOU). This contribution highlights their commitment to empowering communities through impactful partnerships. We’re grateful for their support and dedication to fostering positive change locally. Thank you, Eastern Bank Foundation!

We’re excited to celebrate the first graduates of Support to Succeed’s Pilot Program Cohort! Over the past few months, these individuals have engaged in mentorship, hands-on learning, and skill-building workshops, demonstrating incredible dedication and growth. Their success marks a significant step forward in our mission to empower individuals with the tools they need to thrive. Congratulations to our graduates!