Session Recap: The Emerging Influence of Social Impact Investing
Aug 06 2020
What is social impact investing? Is it reliable? Should you use it? Basically social impact investing is an investment strategy and a tactic to address pressing social and...
Session Recap: What Now? The Economy, Investing, and Elections
Aug 05 2020
While Coronavirus looms large in the second half of 2020, it can feel like anyone’s guess as to the future of our economy. This pandemic crisis is like no other, so it seems...
Session Recap: Uncorrelated Strategies: Preparing for the Ride Ahead
Aug 05 2020
We all know the fundamental rule of investing is diversification. The more money that goes into any one area of a portfolio, generally the lower the returns. Diversification...
Session Recap: Harnessing the Power of Artificial Intelligence
Aug 05 2020
First we had computers, then we had mobile phones, and then the cloud. Now we have AI. Artificial Intelligence. AI has been around for 30 years, but is currently growing...
Session Recap: Highlights from the 2020 FOX Global Investment Survey
Aug 05 2020
We are delighted to share important highlights from the 2020 FOX Global Investment Survey. FOX produces this annual survey of 120 family offices, and offers insights into...
Session Recap: Resilience and Growth in Disruptive Times
Aug 04 2020
Why is it when two people experience the same event, one person is overwhelmed and stressed, yet the other person is fine, and might even grow from it? What are these two...
Session Recap: Best Practices for Virtual Client Engagement
Aug 04 2020
Wealth advisors round the globe are asking, “How do we connect with our clients in a meaningful way, when we can’t be in the same room?” In this new world of increasing...
Session Recap: Business Development in the Age of Digital Privacy and Personalization
Aug 04 2020
The top three best practices in developing relationships are active listening, emotional intelligence, and building trust. Neuroscientific research on oxytocin – the trust...
Session Recap: The Evolving Role of the Wealth Advisor
Aug 04 2020
In today’s fast-paced and media-driven environment, wealth advisors see themselves as everything from a trusted partner to an educator to a financial therapist. Today’s...
Session Recap: The Future of Wealth Management Technology
Jul 30 2020
The Covid-19 pandemic has undeniably impacted client service across the globe. As various trends emerge from this new normal, one issue wealth management firms must address...