Shareholder Activism: A New Paradigm?

In the recent past, the ownership and management of publicly-traded companies were separate entities. Shareholders were often not large enough to make their voices heard through voting. If you were displeased with the running of a company, the only option was to sell your shares. Continue reading

Women May Be Key to Increased US Growth

President Trump has promised to increase US economic growth to over 3%, up from 2%, where it has hovered for the past decade. However, with lower labor force participation and sluggish productivity, how can he make this happen? One possibility: increase women in the workforce. Continue reading

Are “Bionic” Advisors the Future of Financial Advice?

A year ago, the term “robo advisor” raised alarms on various financial news sites and blogs. Financial professionals feared that computer algorithms would replace human advisors in the advice space. Yet, it has quickly become clear that a computer alone cannot address investor questions, life changes, and, frankly, the emotional aspects of investing. Some combination of human and machine can provide the best of both worlds. Firms are reframing the discussion with the term “bionic advisor,” and 2017 has seen an increased roll-out from large financial firms offering some form of “robo” or “bionic” service. Continue reading

Trust has become a high priority

Trust has become a high priority


Trust.. it's a high priority issue these days. Since the financial crisis of 2008, trust has catapulted into the limelight and the impact on CEOs has been significant. Below, a few intriguing takeaways on the issue from PwC's recently released 20th CEO Survey:
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