Are "Bionic" Advisors the Future of Financial Advice?

By | 2018-02-12T19:22:43+00:00 June 27th, 2017|Corporate Culture, Trends in Asset Management, U.S. Economy|

A year ago, the term “robo advisor” raised alarms on various financial news sites and blogs. Financial professionals feared that computer algorithms would replace human advisors in the advice space. [...]

Women and Men Declining in the Workforce

By | 2018-02-12T19:22:43+00:00 May 30th, 2017|Corporate Culture, Gender Balance, Trends in Asset Management, Trends in Human Resources, U.S. Economy|

A recent article in Bloomberg sounded the familiar alarm: “Modern Motherhood has Economists Worried.” Bloomberg looked at data from 1970-2000 among those aged 25-54, showing women’s increase in the working [...]

Preserving and Managing Family Wealth Increasingly a Woman’s Domain

By | 2018-02-12T19:22:43+00:00 May 19th, 2017|Career Advice, Corporate Culture, Trends in Asset Management, Trends in Human Resources, U.S. Economy, Women in Financial Services, Women in Leadership|

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 [...]