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Leveraging Technology & Data
Drew Propson: Head of Technology and Innovation in Financial Services at the World Economic Forum
In this episode, Drew provides her global perspective on how technology is shaping the future of wealth management, which tech driven solutions have been overhyped, and which are underrated!
Policy and Regulatory Commentary
As Divided As Ever
Two public policy questions, infrastructure and vaccine mandates, have consumed the news headlines over the last few weeks.
Sustainable Investing
Introducing sustainability in portfolios
Explore BlackRock’s framework for introducing sustainability in portfolios.
Policy and Regulatory Commentary
Politics and the Olympics
The summer Olympics in Tokyo start this Friday, July 23 with a live, televised opening ceremony. As NBC said, this event “will be the first major global gathering since the worldwide pandemic began last year.”
Client Relationships
Carl Richards: Defining Advice, Defending “the PLAN” , Imposter Syndrome and everything in between!
In this episode, the NYT’s “Sketch Guy “ shares his best advice for those providing advice, why our industry needs to stop selling certainty, how to reposition financial advice to your current and future clients and where creative thinking fits into an advisor’s workflow.
Policy and Regulatory Commentary
A Fourth of July State of the Union
How is our economy doing? How are voters feeling? And, perhaps most importantly after a pandemic year, are we ready to celebrate?
Policy and Regulatory Commentary
Is Bipartisanship A Myth?
“I have made it very clear ... we’re going to make this work in a bipartisan way.” That was Sen. Joe Manchin (D-W.Va.) back in February when Congress was trying to pass President Joe Biden’s COVID-19 relief legislation.