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Summary: According to Fidelity’s survey, over half of investment advisors are bracing for an onslaught of paperwork and compliance tasks as a result of the change. Three out of four believe the rule—which would require advisors of retirement accounts to act under a fiduciary standard—will increase the cost of servicing clients
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Summary: Fueled by younger investors, women, and growing political support, investing based on social and environmental ideals is gaining momentum. Even if it doesn't quite feel like a mainstream concept yet, it's here and it's expanding rapidly.
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Summary: Almost every executive, CEO, business owner and manager that I have spoken with over the past 10 years asks the same question: “How do we get more women in leadership roles in our company?”
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Summary: No one today makes even casual financial decisions in a vacuum. If you want to book a vacation, you check TripAdvisor. Before you invest in a restaurant, you fire up Yelp. Angie’s List is the go-to platform for when you want to find a babysitter, plumber or dentist.
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Summary: In his book “The Hard Thing About Hard Things,” Silicon Valley entrepreneur Ben Horowitz discusses the hardest things about building and running a business. One of those “hard things” is that as the CEO or founder of a business, you know things that no one else knows, so you have a perspective that no one else has.
