Just before Cristina Livadary co-founded her advisory firm in 2018, she invested ten years on the fund distribution side as a wholesaler. She satisfied quite a few advisors and was, at times, struck by how minimal those people advisors understood about, or empathized with, their clients’ broader lives. Not simply […]
Human
Jeff Ptak: Hi, and welcome to The Long View. I’m Jeff Ptak, chief ratings officer for Morningstar Research Services. Christine Benz: And I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Ptak: Our guest this week is Tom Idzorek. Tom is chief investment officer, retirement, for Morningstar […]
/cloudfront-us-east-2.images.arcpublishing.com/reuters/KPDLZXRTBZLKXJ3QPPYD4YUEXU.jpg "Aviva adds human rights to ethical investment drive")
The Aviva brand sits exterior the corporation head business in the city of London, Britain March 7, 2019. REUTERS/Simon Dawson Sign up now for No cost endless obtain to Reuters.com Sign up LONDON, Jan 24 (Reuters) – Aviva Buyers will broaden its definition of sustainable investments this 12 months to […]
Robots want to be your subsequent money advisor. Not also prolonged in the past, that notion may perhaps have smacked of sci-fi whimsy — “Star Wars” cyborg C-3PO in a energy match on Wall Street, potentially. But robots, or so-identified as “robo-advisors,” could before long take care of extra than […]
OLATHE, Kan., Dec. 21, 2021 (Globe NEWSWIRE) — Avaap, a Workday (NASDAQ:WDAY) services spouse, currently announced that the City of Olathe has chosen Avaap to deploy Workday Financial Management, Workday Human Capital Administration (HCM), and Workday Payroll. Workday is a primary company of organization cloud programs for finance and human […]
The metaverse will be disruptive to society once it gains its true form over the next decade Jefferies analyst Simon Powell argues. But several companies could be poised to benefit greatly from the new digital ecosystem. “A single metaverse could be more than a decade away, but as it evolves […]