To achieve sustainability in your financial planning practice, you have to ask yourself some tough questions: Should we further outsource our money management for clients? How do we compete in an environment where clients are relying more on technology? Does charging fees based on AUM really work for younger clients?
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Investment professionals can do more than simply survive this emerging era of shrinking margins. Advisors can thrive, provided they find ways to create operational leverage, scale and high-value services due to fee compression.
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Environmental, Social and Governance (ESG) criteria is a framework for evaluating a company’s impact on the environment, community and employees, and for measuring the effectiveness of their corporate governance policies. Impact investing, Socially Responsible Investing (SRI) and sustainable investing are all terms that refer to investing based on ESG factors.
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The tax treatment of carried interest is a hot topic these days, as politicians from both parties denounce it as unjust and a concession to the privileged elite and politically influential.
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With British regulators phasing out LIBOR by 2021 in the wake of scandal, markets are scrambling to find a suitable replacement.
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