Entrepreneurship, Small biz, Social enterprise, ESG, Impact investing, Tech, Management, Marketing, Practice management/financial advisors, Custom content, Articles, White papers, Blogs, Op-eds
When Succession Plans Fail, Keep Trying
Advisors looking for someone to take over their practice may find the second—or third—time’s the charm.
How Climate Change Is Impacting Financial Planning
A growing number of advisors are finding they have to add a new element to their financial planning—how badly their clients may be affected by global-warming-induced wildfires, flooding, hurricanes or other disasters and whether adjustments need to be made to their plans, as a result.
The Fashion Industry Turns Up ESG Efforts as Pressure Increases
Consumers and investors are not the only ones playing a big role in shaping sustainability trends in the fashion industry. The sector’s substantial impact on the climate—comprising as much as 10% of annual global carbon emissions—has necessitated government agencies to step in as well.
The Rise of the Chief Diversity Officer Pays Dividends across the Board
The push for greater diversity at the highest levels of organizations received a boost in March, when the United States Agency for International Development appointed its first Chief Diversity Officer, The appointment of a diversity, equity, and inclusion (DEI) leader follows similar moves within a wide array of organizations and industries over the past several years.
A New Framework for Economic Revitalization in Puerto Rico
Puerto Rico's blueprint is anchored to the blue economy and resilience.
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.