IBM Watson Client Insight for Wealth Management

Interesting new developments in digital marketing for investment advice from…


Ignites.com: SSGA Votes "No" 400 Times over Gender Diversity

Nice to see that money talks with regard to gender diversity in the boardroom.…


New York Times: Aiming to Do Good, Not Just Well

Tim Gray highlights Morningstar’s sustainability ratings, which offer a…


Bloomberg: Asset Management Revenue Falls in 2016 for First Time Since 2008

Tipping point! Should make the rest of the year really interesting. By Ivan…


Bloomberg: Investors Have Lost Sight of the Purpose of Indexes

There is no such thing as passive investing. All indexes are actively managed…


New York Times Dealbook: Can Good Corporate Citizenship Be Measured?

Andrew Ross Sorkin reports on BoA Merrill Lynch Global Research’s recent report…


New York Times: An Index-Fund Evangelist Is Straying from His Gospel

Burton Malkiel, who long endorsed passive investing, has had a change of heart.…


SHRM: New York City Council Approves Legislation Limiting Salary History Questions

Job applicant’s salary history now protected from employers attempting to…


New York Times DealBook: A New Fund Seeks Both Financial and Social Returns

Good to see the mainstream recognition of this type of important initiative:…


ETF.com: These Five Socially Responsible ETFs Meet the Grade

Great news for ETFs & ESG: A increasing number of cost- and tax-efficient…