Real Assets Adviser: Building a Dynasty — The Rags-to-Riches Story of Shirl Penney, Founder & CEO of Dynasty Financial Partners
Shirl Penney on success: “Sometimes in life the winners are the ones who…
McLagan: Bridging the Gap — The Rising Fight for Pay Equity in Financial Services
Important overview on the gender pay gap from our friends at McLagan. By Ray…
State Street Global Advisors: QCall — Navigating Frothy Equity Markets (Video)
Lori Heinel leads a discussion among David Carlson, Olivia Engel, and Jessica…
TIAA Institute / UT Austin: The Decision to Concentrate — Active Management, Manager Skill, and Portfolio Size
Interesting study examining the correlation of portfolio concentration and…
ETF.com: A Deeper Dive into ESG ETF Portfolios
Great to see solid reporting on this interesting topic. Sustainability in…
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…