Risk Management on the Rise
Recently, we have been seeing a growing need for independent risk functions, an indicator that competition for investment and operations risk management as well as compliance talent is on the [...]
Getting Your Digital House in Order
Considering our dependence on social media, mobile technology, cloud storage, and “big data,” you could say that a digital transformation has taken place across our personal and professional lives. With [...]
Finding Parity
Over the last decade, a shift has been taking place in boardrooms across the globe – to increase the participation of women. Norway established the first boardroom quota to ensure [...]
The Changing Face of The Client Base
Turn on the news in any given week and you’re bound to hear one report or another about the changing socio-economic face of American society. Changes range from shifts in [...]
Top Trends in Asset and Wealth Management for 2013
With 2012 behind us, it is time to look at what major trends will be shaping the asset and wealth management industry in the coming year. The Changing Landscape of [...]
Women and Money – How to Engage Women Investors
During my recent interview with the financial services pioneer Bridget Macaskill, one of the most compelling subjects we discussed was the difference between women and men investors. Back in 1992, [...]
Best Practices for Winning Business with Plan Sponsors
Last week, Franklin Templeton Investments released study findings gathered from interviews they conducted with organizations that recently completed a retirement plan bid process. The aim of the study was to obtain some [...]
ETF Fees Wars: How Low Can You Go?
Exchange-traded funds are the hot-ticket item these days. Very few products have grown as quickly or been as successful as ETFs. According to data from the Investment Company Institute, investment in ETFs [...]
What Does China's Slowdown Mean for the Global Economy?
Proving that emerging markets are not entirely immune to what is happening in the US and European economies, China is experiencing its slowest growth rate since the financial crisis in 2008. China, the [...]
Bill Gross Not the First to Predict the Death of Equity Markets
In what felt like a warning shot across the bow of Wall Street, Bill Gross began his August Investment Outlook by writing: “The cult of equity is dying.” Going a step further, Gross, [...]