Entrepreneurship, Small biz, Social enterprise, ESG, Impact investing, Tech, Management, Marketing, Practice management/financial advisors, Custom content, Articles, White papers, Blogs, Op-eds
How Tax Leaders Can Leverage Next-Gen ERP
Providing ready access to high-quality data can help tax teams boost their efficiency and strategic value
Growing Demands for Aging in Place Create New Equity Opportunities
As Covid deaths in nursing homes trigger a heightened interest in aging in place, more impact investors are targeting companies focused on those services and technology.
How The Nature Conservancy’s Blue Bond Helped Belize Restructure Its Debt And Conserve Its Oceans
Starting about seven or so years ago, the folks at The Nature Conservancy (TNC) were looking for a way to address a problem: Governments in many developing countries wanted to protect their natural resources. But they lacked the financing muscle to do so. Ultimately, they devised the Blue Bonds for Ocean Conservation program, a massive debt refinancing project with the government of Belize, which agreed to a long-term commitment for ocean conservation.
Erika Seth Davies Advances Racial Equity in Asset Management
CEO of Rhia Ventures Erika Seth Davies discusses the dearth of diversity in asset management—as well as ways to address the problem.
Roadmap to Africa’s COP: A Pragmatic Path to Net Zero White Paper
While Africa has borne the brunt of the most devastating impacts of climate change, it contributes less than 4% of greenhouse gas emissions. This report presents a pragmatic roadmap for balancing the need to combat climate change with an urgency to develop the continent’s economies.
California Bill Requires Corporate Transparency on GHG Emissions
In what could be a watershed in climate legislation in the United States, the California Senate passed the Climate Corporate Accountability Act
in January 2022 to target greenhouse gases (GHG).
The New Hybrid Workplace
This report assesses the complex dynamics underpinning the move to hybrid work environments, with five key insights into the critical trends driving successful hybrid work and how organizations can build an adaptable workforce ready to tackle the challenges of today’s environment.
Do Advisors Need Advisors?
For some financial advisors, their next act is coaching their former peers
Wealthtech Firms Impacted by War in Ukraine
Many financial advisor technology firms employ software developers in the embattled country; they are scrambling to adapt, and to help.
This Startup Is Using The Many Hours Low-Income Americans Spend In Laundromats To Improve Access To Healthcare
Allister Chang and Courtney Bragg launched a startup called Fabric Health aimed at helping low-income people receive improved access to healthcare while spending time in laundromats. “Laundromats are de facto community centers,” says Bragg.
How to Start a Family Foundation
Many wealthy families form foundations to fund causes they support. Before choosing yours, however, it is essential to understand the purpose and advantages of family foundations and the first steps to take.
Sysco Serves Up a New Recipe for M&A Growth
Sysco CFO Joel Grade discusses how he and his team are now creating new processes that better align with strategy—and remaking the critical M&A integration phase.
Recast City Helps Cities Revitalize Their Downtowns With Small-Scale Manufacturing’s ‘Cool Factor’
Recast City’s program aims to help communities build strong downtowns by building up a base of resilient small-scale manufacturers, ranging from coffee roasters to artisans, working out of storefronts.
Retail industry trends for 2022 and beyond
Omnichannel will be the dominant strategy for brands in the post-pandemic world.
Advisors Catch the Itch to Niche Switch
Lured by everything from the potential for more assets to a passionate interest, for some advisors sticking with the same one or two areas isn’t enough.