All
Etch-a-sketch
Trump’s display of economic ignorance goes well beyond his budget arithmetic and lack of sympathy for the Ex-Im Bank.
The ESG-zation of the asset management industry
People need access to sound financial advice almost as much as to good healthcare.
Paying for performance can be bad for your wealth
There is no easy way to say this, but performance fees are not really aligned with investors’ interests.
Private banking (or not)
That is the question: with individual and family fortunes in the hundreds of millions, what’s the point of private anything?
Transparency games
Same problem, different angle: advisors should give clients all pricing information upfront.
When is the last time you bought something without knowing how much you were paying? Better: when is the last time you bought something and whoever assisted you did not know the price of your purchase?