White papers, case studies, reported stories and blog posts on institutional and personal finance, business growth, insurance, real estate, and upscale travel for the wealth and finance industries.
High net worth and ultra-high net worth executive women often get overlooked by wealth management advisors as viable clients. But, this multi-trillion dollar market is a growing—and lucrative—investor segment. In this white paper I pitched, developed and wrote for FlexShares (partnering with Northern Trust's Laura Hanichak Gregg as the client lead), we tell advisors why this important investor segment has value to them and how to reach this market.
Most of the time, college is safe and fun, but it's not always disaster-proof. What would you do if you were faced with a natural disaster, especially if your college locale isn’t your permanent residence? It’s good to know how to respond before it happens, so start your planning by gathering whatever information you can. This guide to will help you start the process.
If you want to know how well you're really operating your business, you'll need to know your business's working capital, also known as net working capital. It's a moment of truth for your company's financial health – telling you the difference between what you owe and what your business owns at any given time. Plus, it's one of the most important numbers lenders often rely on to decide if your company is worth financing.
We've broken it down to make it super simple to compute.
Regular maintenance can feel like a regular pain, but overlooking small repairs can add up to big bills later. It's estimated that every dollar spent on regular maintenance saves you $100 in repairs costs later. Here are 10 tasks to add to your spring cleaning checklist to make sure your home stays in great shape for as long as possible.
If you're like most homeowners, you're always looking to increase your home equity. But, during periods of economic instability, increasing home equity may be impossible and your attention may turn to simply maintaining the equity you've gained. Here's how you can do both despite what the economy is doing.
These days, layoffs in journalism are regular news. Journalists find themselves the targets of budget cuts as publications routinely cut work budgets, pay, schedules, head counts or go under altogether. Journalists exit their newsroom jobs for other reasons, too. But, is there 'life after newsrooms?' Can you build a successful--even six figure--enterprise? Yes. This blog post shows you how.
If you’re like most freelancer writers, you’re savvy enough to know before starting a writing project, it’s imperative you put in place a solid contract that sets clear client expectations. However, that’s not always easy even when you recognize that as a freelance writer, you’re a small business owner in the sales business. Here's how to overcome future payment issues and still build bridges with clients.
Many people enroll in life insurance coverage through work because the cost may be low and it’s easy to manage. If you do have an employer-sponsored life insurance policy, how much do you really know about it? Have you reviewed your policy details closely? Here's how to evaluate your workplace insurance against your current needs.
In 2016, more than $8.1 trillion was invested in various ESG strategies, an amount that's equivalent to one-fourth of all investments professionally managed in the U.S. That number suggests to us that ESG investing may be growing in popularity and advisors would be wise to understand this development. Given this trend, we believe it's essential that your ETF investor clients recognize the advantages of considering ESG as a core option within their investment portfolios. This blog post provides solid reasons for this investment strategy you can share with your ETF clients.
Graduate students in Columbia University's School of International and Public Affairs program joined Barclays this spring in a commitment to help address stresses on the world’s freshwater supplies through a Capstone workshop. This was the fifth consecutive year Barclays hosted its work-study program with Columbia University students.
During the semester-long program, this year's cohort explored the challenges and opportunities associated with international water development projects.
Consumers have been banking online for more than 20 years, yet they regularly face outdated technical infrastructures. That frustrates users who expect digital experiences with their banks to be exceptional. Yet banks still center their banking model around brick and mortar branches, leading to lower consumer satisfaction. What can banks do to improve their customer experience? Go digital. Here's how.
Attracting ESG investors means understanding their mindset and their investor profile. Generally speaking, we believe that ESG investors are savvy people who are purpose-driven in all they do, including where they entrust their money. Here are four other important characteristics of ESG investors.
Finally finding your dream home and getting ready to make an offer can be very exciting. But there is also a lot at stake: the financial decisions you make while buying your home can affect your long-term net worth. After all, your home is likely to be one of your most valuable assets.
Before you submit your bid, it’s important to understand what an Earnest Money Deposit (EMD) is, how you can use one to strengthen your offer, and how to protect your money. Read this to know.
Many of today's investors are seeking investments put their hard-earned dollars into ETFs that reflect their convictions about important social issues or ESG-environmental, social and (corporate) governance.
For some investors, of particular importance is how companies whose securities are part of some ETFs treat employees and address labor concerns. What are these ESG investors weighing when they're choosing ETFs based on social labor considerations? This post covers the "S" in ESG for wealth advisors serving and educating clients.