1. Articles in category: Organization

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    1. Exclusive: “Patagonia is in business to save our home planet.”

      Exclusive: “Patagonia is in business to save our home planet.”

      In an exclusive interview, founder Yvon Chouinard talks about how the new mission will reshape how the company does business.

      For the past 45 years, Patagonia has been a business at the cutting edge of environmental activism, sustainable supply chains, and advocacy for public lands and the outdoors. Its mission has long been “Build the best product, cause no unnecessary harm, use business to inspire and implement solutions to the environmental crisis.”

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    2. 5 Common Worst Practices Bosses Need To Abandon Now

      5 Common Worst Practices Bosses Need To Abandon Now

      Micromanagement, using fear as a motivator, leaning too heavily on top performers, and other ways you might be screwing yourself over without knowing it.

      Having a best practices lists can boost productivity when employees don’t have to reinvent the wheel. Tried and true methods can save time, money, and frustration, but sticking too closely to them without reevaluation can be dangerous.

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    3. The question advisors need to ask fintechs: What about your funding?

      When fintech companies seek to launch or grow, one question often becomes paramount: Where will the funding come from? Building a business takes time, commitment and vision, but above all else it requires capital.

      There are a number of different funding sources available for firms to choose from, including venture capital, synergy buyers, public equity, organic growth and private equity.

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    4. How impact investors can better serve communities: ask them what they need

      How impact investors can better serve communities: ask them what they need

      Impact Experience brings investors, foundations, and thought leaders to marginalized communities to find out what the communities think would help.

      Amid the decline of the coal economy in West Virginia, the city of Williamson has not fared well. Nestled in the heart of coal country in Mingo County, Williamson has lost more than 2,000 jobs–25% of its workforce–in the last four years. The city also struggles with some of the highest rates of obesity, diabetes, and opioid addiction in the U.S.

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    5. Howard Marks: Computers Won’t Replace the Best Investors

      Howard Marks: Computers Won’t Replace the Best Investors

      In his recent memo entitled, “Investing Without People” Oaktree co-founder Howard Marks argues that passive and quantitative investing will all help keep markets efficient and reduce costs for investors. This according to an article in The Wall Street Journal. But while active managers have underperformed their benchmarks for years while charging high fees to investors, [...]

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    6. Socially-Responsible ETFs Now Come With a Twist

      Socially-Responsible ETFs Now Come With a Twist

      (Bloomberg) — A nonprofit investment manager is starting a group of “socially responsible” exchange-traded funds that could change the face of values-based investing. Their twist: a little help from the experts themselves.

      Impact Shares Corp.’s NAACP Minority Empowerment ETF, ticker NACP, is expected to start trading Thursday on the New York Stock Exchange.

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    7. Should diversity be part of clients' portfolios?

      I consider myself a fiscal conservative and a social liberal. As an African-American, I have long been sensitive to issues like racial and gender equality. The last 12 months have been polarizing in America, from the #metoo movement to tiki torch-bearing white nationalists to black lives matter and the NFL national anthem protests. Our national melting pot is looking like anything but.

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    8. Obsessing about past investment performance is costing you future profits

      Obsessing about past investment performance is costing you future profits

      In his new book, “The Tyranny of Metrics,” history professor Jerry Z. Muller argues that investors’ obsession with using quantified metrics for performance assessment can lead to a focus on the wrong things. To satisfy this “quantification addiction,” people focus on those things that can be quantified but are unimportant, while marginalizing those that are not quantitatively measurable but are truly important.

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    9. The Big Idea: Internet Insecurity

      The Big Idea: Internet Insecurity

      Here’s the brutal truth: It doesn’t matter how much your organization spends on the latest cybersecurity hardware, software, training, and staff or whether it has segregated its most essential systems from the rest. If your mission-critical systems are digital and connected in some form or fashion to the internet (even if you think they aren’t, it’s highly likely they are), they can never be made fully safe. Period.

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    10. Your Strategic Plans Probably Aren’t Strategic, or Even Plans

      Your Strategic Plans Probably Aren’t Strategic, or Even Plans

      You’ve seen the practice. A group of managers get together at a resort for two days to hammer out a “strategic plan.” Done and dusted, they all head home. But have they produced a plan with a strategy? Often, the answer is “no.” The most basic mix-up is between “objective,” “strategy,” and “action.” The essence of strategic planning is in positioning — in other words, describing how your firm will out-compete specific rivals.

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    11. Tax-Efficient Financial Plans Help Affluent Achieve Goals: AICPA

      Tax-Efficient Financial Plans Help Affluent Achieve Goals: AICPA

      In a survey of affluent Americans conducted early in the fourth quarter before the GOP tax overhaul became law, 63% of respondents said they were likely to adjust their financial plans in line with changes in tax policy.

      Fifty-three percent of well-off respondents said that working with an advisor with tax expertise could make them likelier to meet their financial goals, while only 6% said this was less likely.

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    1-24 of 69 1 2 3 »
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