Look for a Partner?
LOOK FOR A PARTNER? In a recent piece for the Financial News, David Wighton posited that the asset management industry is ripe for consolidation. With pressure on to increase scale [...]
Preserving and Managing Family Wealth Increasingly a Woman’s Domain
Preserving and Managing Family Wealth Increasingly a Woman’s Domain A recent Wealth Management.com story notes that, according to RBC Wealth Management’s Wealth Transfer Report 2017, the responsibility of managing and [...]
ESG: No Longer "Green Window Dressing"
Corporations have often taken the position that when it comes to sustainability or other socially responsible issues, the costs outweigh the benefits for the bottom line. In his book Capitalism [...]
New Books in Business and Economics
Among the crop of new books on business and economics, some titles about behavioral economics and reform of US government institutions caught my eye. […]
"Fearless Girl"
Just before International Women’s Day on March 8, a second bronze statue appeared directly opposite the famous bronze bull on Wall Street. The four foot tall girl, hands on her hips, [...]
Taking the Long View?
Conventional wisdom suggests that the long-term is the clear path to success when it comes to investing and business strategy. However, the authors of a new study published by McKinsey [...]
People, Not Machines, Pave the Way Forward
A recent study by a global executive search firm found that people, not technology, are the most important asset to global economic growth. Human capital represents a $1,215 trillion gain [...]
The DOL Fiduciary Rule: Is it Dead?
On February 3, President Trump issued a “Presidential Memorandum” that directs the Department of Labor to review the fiduciary rule that, in short, requires broker-dealers to provide retirement investors with [...]
Fintech: Opportunity or Disruption for Financial Services?
freedigitalphotos.net by hywards The financial services industry is slow to change. The high stakes inherent in the management of money, including the ever-present risk of decreased assets, has [...]
Harnessing Innovation with Non-Conformity
“Innovation is important—it solves problems today in a way that positions us to address the unforeseen problems of tomorrow.” The Rockefeller Foundation Innovation, and the creativity that fuels it, drive the [...]