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The giant universities that have their own investment arms are likely out of reach, but they represent only a small portion of the rapidly growing channel.
October 10 -
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Among the proposals the Biden-appointee still has to shepherd across the finish line are rules for eliminating conflicts from AI recommendations and cybersecurity requirements for advisors and broker-dealers.
October 10 -
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Carol Laufer is senior vice president and the head of liability in North America at Allianz Commercial. Based in New York, Laufer brings more than 30 years of insurance industry experience to the Allianz Liability team.
October 10 -
Tim Hilligoss is a partner at
Wipfli who helps closely held business owners tackle the top financial, tax and operational issues impacting their bottom line. His experience includes entity and organizational structure, U.S. tax planning and compliance, and transactional services with a focus on tax efficient deal structuring, buy-sell side due diligence, Quality of Earnings studies and reorganizations.October 10 -
When a seasoned investor, ex-health plan CEO and lifelong baseball fan counsels executives on business success, he draws on past and present baseball greats for inspiration.
October 10
MultiPlan -
Global CDO, consultant, speaker and author Janet M. Stovall helps business dismantle systemic inequity to leverage the power of diversity. Global Head of DEI at NeuroLeadership Institute, and founder of DEI consultancy, Pragmatic Diversity, Janet specializes in shaping and implementing realistic DEI visions and strategies that drive change and build culture. Collectively, her three TED talks challenging business to get serious about inclusion have nearly 3 million views, and she is co-author of Amazon bestseller,
The Conscious Communicator: The Fine Art of Not Saying Stupid Sh*t. October 9 -
ESG has become more material to over two-thirds of asset owners' investment processes in the previous five years, Morningstar says.
October 9 -
Criticism of ESG investing has cut across the political spectrum, with accusations ranging from "woke capitalism" on one end, to "greenwashing" on the other.
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