Anne Field

An unexpected reshuffling of senior leadership. The introduction of a new AI platform. A reversal of hybrid work policies. An increase in job restructurings. Such changes in organizations, often coming in clusters, have become frequent occurrences in workplaces — and an increasing source of stress for people leaders and employees alike.

We talked to the GIIN’s CEO Amit Bouri to discuss the role impact investors can play now and major trends he sees on the horizon.

On the one hand, socially responsible consumer spending declined last year. On the other, the partisan gap in attitudes towards such purchases also seems to be decreasing, though it’s still pretty wide.
Those are some of the findings of the most recent Consumer Spending Index (CCSIndex). A benchmarking study launched in 2013, it gauges the appetite for conscious consumerism, charitable giving, and environmentally-friendly practices. Good.Must.Grow, a socially responsible marketing consultancy...

On the one hand, socially responsible consumer spending declined last year. On the other, the partisan gap in attitudes towards such purchases also seems to be decreasing, though it’s still pretty wide.

The owner of a Texas wealth management firm is on a mission to find better ways to train financial planners.

Does the long-term care crisis call for more government involvement?

To find new advisors, wealth management firms are considering administrative, customer-service, and operations professionals.

RIAs and independent firms are forming apprentice-style programs to develop junior advisors and offering clear paths to career advancement.

There's a growing risk for brands that use too much jargon in their communications

As consumer interest in different fee options grows, more advisors are introducing alternatives to the traditional AUM-based model. But, while 30% of firms have a fee-for-service model, a assets-based pricing still forms the core of the majority of advisors’ businesses.

A significant portion of Americans believe capitalism no longer works for them, due to large income and wealth disparities, stagnating wages and waning social mobility. But critics contend that capitalism is an effective wealth driver in the long term.

Why employers are offering reskilling/upskilling programs.

While the October 1929 stock market crash triggered the Great Depression, multiple factors turned it into a decade-long economic catastrophe.

All about Registered Investment Advisors (RIAs): what they do, how they differ from other financial advisors, and how to choose one.