The Fiduciary Rule is Dead; Now What?
On March 15, the Fifth Circuit Court of Appeals found that the Department of Labor overstepped its authority by attempting to regulate financial advice and advisors. Moreover, the requirements to [...]
Defining and Improving Corporate Culture
Corporate culture is hard to define, yet culture is often cited by employers and employees as an important factor in talent placement. Further, Harvard researchers found that,“when aligned with strategy [...]
Shareholders Target Female CEOs
Last year, State Street announced its intention to use shareholder activism to work towards gender parity on corporate boards. However, it appears that women on corporate boards can also be [...]
Cryptocurrency: Why is Fidelity Interested?
Cryptocurrency: Why is Fidelity Interested? Digital currencies like Bitcoin and Ethereum continue to garner attention in economic markets and the financial sector is taking note. Indeed, Abby Johnson, CEO of [...]
Addressing Cybersecurity in the Business World
Recent events such as the Equifax hack and the breach of the Edgar system, the SEC’s public company files, are not isolated events; this is a new reality. The volume [...]
The Rise of Impact Investing
Investing that takes into account social, environmental, and governance factors, known as impact investing, ESG, or SRI, is on the rise and may be at a “tipping point,” according to [...]
Shareholder Activism: A New Paradigm?
In the recent past, the ownership and management of publicly-traded companies were separate entities. Shareholders were often not large enough to make their voices heard through voting. If you were [...]
Are "Bionic" Advisors the Future of Financial Advice?
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. [...]
Is the Future Economy the Circular Economy?
image by Jack Moreh Humans create a lot of waste. Over the last century, as technology has provided us with machines to make our lives easier and many [...]
Women and Men Declining in the Workforce
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 [...]