Firm Management and Client Relationships
How can firms and practitioners adapt to the challenges confronting the investment industry? Responsible innovation may hold part of the answer.
If it was ever true that women were excessively fearful about risk, it’s not true anymore.
Too often advisers fail to explain investment topics in simple, no-nonsense language. This series seeks to address that.
What is creativity and how can investment teams cultivate it?
For a secure retirement, clients need more than a large-enough nest egg.
What are the major takeaways from a decade of researching women and finance?
How can we meet the dual challenge of investor preferences and investment outcomes?
Once we define the culture we aspire to build, our challenge and responsibility is to cultivate it over time. That process is far from automatic and has no finish line.
To paraphrase Richard Thaler, all finance is behavioral. In the same spirit, all investment management should be goals-based.
Wealth managers should give as much weight to return on inertia as they do return on investment, says April J. Rudin.