This weekend, my niece graduated (distantly) from Fordham University, my alma mater. This sparked memories of my time there, where I learned the tenets of Jesuit thinking and values.
My years at Fordham instilled in me the importance of having the intellectual will to challenge established thinking and pursue new ideas.
Over the years, when I’ve challenged people’s thinking, I’ve always come away better informed by opening myself to new viewpoints. That strategy of thinking feels supremely important at this moment, and in this industry, as the time to shed hidebound habits is here.
This week, senior columnist Jeff Benjamin writes on the results of the latest InvestmentNews tech survey (Page 8). The urgency to adapt new technologies leaps off the page with this quote: “A survey of independent investment advisers, conducted from February through mid-March, found that top performers are more likely than other firms to embrace software solutions, especially core systems, including CRM, financial planning and account aggregation.”
The link between top performers and adaptation cannot be ignored, and the situation since the survey ended in mid-March underscores its importance. So this week’s takeaway — no matter your religion — is this: Think like a Jesuit.
Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.
"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.
Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.
765 investors were promised 260% annual returns on truck leases
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains