solutions that work

In its 2019 ESG Survey, Callan documented the growing commitment of institutional investors to ESG investing. 41% of survey respondents claimed to incorporate ESG factors in their investment decisions, a share roughly double that of five years earlier.  For that 41%, “integration” was the most widespread form of implementing ESG. “Integration,” as defined by The Principles for

What determines whether a high-net-worth client stays with or leaves an advisor? Recent surveys of high-net-worth individuals ranked the top reasons they stick with or ditch their advisors. In neither case was performance the most important driver of behavior, although it is still an important factor. However, service and responsiveness topped the list. Client experience is

As we start a new year and a new decade, we embrace new marketing pillars that will dictate future growth and success. We have made our 2020 Marketing Resolutions and they revolve around the client. In this fast paced, competitive environment, navigating client needs has become much more complex. We resolve to focus on the

Credit: Pantone.com Since 2000, Pantone has been selecting the Color of the Year. On its website, pantone.com, you can find information on the color of the year for each year since its inception, although it wasn’t as big an event as it is now.  In 2000, even designers weren’t paying much attention to the color of the

By now you may have seen or heard about the Peloton ad, “Grace in Boston,” which went viral. If you haven’t, a simple Google search will get you up to date. A loving husband surprises his already fit-looking wife with a Peloton bike for Christmas. She documents her yearlong workout journey, then thanks her husband by sharing

A great American tradition is to give back whether one donates time or money. After kicking off the holiday gift season with Black Friday and Cyber Monday, many individuals and families celebrate the chance to give back on Giving Tuesday. This is a great opportunity to engage with clients, since December 31st is their last chance

It appears that the train might be finally leaving the station for “non-transparent” ETFs, ETFs that combine active management with ETF trading liquidity, but without the same transparency regarding underlying holdings. Last week the SEC gave preliminary approval of applications for “non-transparent” or semi-transparent strategies from fund giants T. Rowe Price, Fidelity, and Natixis as

Yep, it’s that time of year again. Starbucks has released its eagerly anticipated (at least by some) series of holiday themed cups, along with a lineup of holiday drinks, such as Peppermint Mocha and Caramel Brulée. Since 1997, Starbucks has released a series of holiday cups, with varying degrees of controversy attached to them. Some were too Christmas