There’s no pleasant way to discuss what has been going on in our society these past weeks. Rampant polarization continues to wreak havoc in new and painful ways. I won’t pretend to have solutions.
But I do believe that knowledge improves discourse, and discourse leads to solutions. Therefore, please find several great reads this week that address the unfortunate situation we find ourselves in.
First, please read this contributed article by Calvert Research CEO John Streur. He writes: “Ending racism in America is a responsibility of corporations, and corporations must recognize that their current efforts to promote their core values, and their diversity and inclusion programs, fall far short of what is needed today.” That’s just the start; I urge you to continue to the end.
Next, please take time to read Nicole Casperson’s reporting on how the nationwide protests have highlighted the challenges facing nonwhite advisers. The multiple sources and perspectives deserve your attention.
This third piece might be the most important read of the week. On LinkedIn, Shundrawn Thomas, president of Northern Trust, wrote “Breaking the Silence.” In it, he shares a startling story that speaks powerfully to current events.
Read. Absorb. And, just maybe, we can all do better.
The Wall Street giant has blasted data middlemen as digital freeloaders, but tech firms and consumer advocates are pushing back.
Research reveals a 4% year-on-year increase in expenses that one in five Americans, including one-quarter of Gen Xers, say they have not planned for.
Raymond James also lured another ex-Edward Jones advisor in South Carolina, while LPL welcomed a mother-and-son team from Edward Jones and Thrivent.
MyVest and Vestmark have also unveiled strategic partnerships aimed at helping advisors and RIAs bring personalization to more clients.
Wealth management unit sees inflows of $23 billion.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
