Jun 30, 2022
In April of this year, the FlexShares team at Northern Trust conducted a survey of more than 500 high-net worth investors who work with financial advisors. The survey asked investors a range of questions about ESG investing including, but not limited to: how much they understand it, why they are or aren’t interested,...
Jun 16, 2022
The S&P 500 officially fell into bear market territory during the month of May, although a late month bounce allowed it to finish the month only slightly down from April. It is down about 2.5% thus far in June. The tone of the market has changed, and it doesn’t appear to be calming down anytime soon.
According to my...
Jun 15, 2022
The most consequential decision an advisor will face is transitioning to a new broker dealer. It will affect the products they can sell, the service their clients will receive, the support they will have in running their practice, and ultimately how they will be compensated. My guest today will discuss how...
Jun 14, 2022
As proxy season comes to a close, investors and advisors have grappled with company stewardship on a wide variety of issues. But what’s the best way to get a company to listen? Is divestment the way to go? Or must you engage with a company? And how do investors in ETFs and mutual funds make sure their voices are heard...
Jun 13, 2022
BNY Mellon Wealth Management released its inaugural Charitable Giving Study a couple of weeks ago. It was a survey of 200 people with at least $5 million in AUM. It painted a vivid picture of high-net-worth investors’ behaviors, attitudes and experiences towards charitable giving. Some of the key findings included...