Clik here to view.
How Not to Bungle a Trust: A Checklist for Investment Trustees
Lawsuits involving estates and trusts are on the rise. Here are 10 tips for trustees to bear in mind to avoid litigation. Read more
View ArticleClik here to view.
The Credibility Gap: The Systemic Implications of Trust (Video)
At the recent Global Investment Risk Symposium, John Taft, head of RBC Wealth Management in the United States and author of Stewardship: Lessons Learned from the Lost Culture of Wall Street, spoke...
View ArticleClik here to view.
Restoring Trust in Finance: Remember That “It’s Always Someone Else’s Money”
A trio of practitioners offers some straightforward suggestions for changing the trajectory of the financial profession. Read more
View ArticleClik here to view.
Issues Confronting Fiduciaries Today: Solving a “Three-Variable Problem”
These days, the role of a fiduciary is fraught with challenges and potential pitfalls, ranging from investing in challenging market conditions to ensuring all beneficiaries are treated fairly. Read more
View ArticleClik here to view.
Weekend Reads for Finance Pros: Bubbles, Fama and French, and Executive Brains
Have you wondered how an economics book written by a French professor — Thomas Piketty’s tome Capital in the Twenty-First Century with 577 pages of text and graphs plus 78 pages of notes — scaled the...
View ArticleClik here to view.
Thinking Like Your Clients: Goals-Based Performance Analysis
At the 2014 European Investment Conference, Stephen Campisi, CFA, head of institutional thought leadership at U.S. Trust, presented goals-based performance analysis as a radical departure from the...
View ArticleClik here to view.
Some Surprising (and Not-So-Surprising) Notes on Risks and Happiness in...
Michael Finke, professor and director of retirement planning and living in the personal financial planning department at Texas Tech University, discusses idiosyncratic longevity trends and risks;...
View ArticleClik here to view.
Transparency: Do We Protest It Too Much?
A lot of contentious debate about the Department of Labor (DOL) Fiduciary Rule continues. What's it all really about? Preston McSwain suggests one word: transparency. Read more
View ArticleFive Questions Every Investment Trustee Should Ask about Risk
Benjamin Graham, the father of security analysis, once said, “The essence of investment management entails the management of risk, not the management of returns.” This is advice that every investment...
View ArticleInvestment Governance for Fiduciaries: The How and the Why
How do we as fiduciaries approach investment governance?
View Article
