In my most recent episode of ESG & Tech, I focused on the past and future of Robo Advisor. This is an area that has been of particular interest to me for a while now because Many argue that the traditional models of advising are broken. AUM fees favour larger accounts. Fee-based advice crowds out [...]
The Fastest Growing ESG ETFs in the World Younger investors think Exchange Traded Funds have always been here. However, we know that’s not the case. In fact, the first American ETF was born in 1993 and it’s one of the most traded equity instruments today; namely SPY (the S&P 500 ETF). The first European ETFs [...]
How and when to teach your children about money is an interesting topic to dive into. We took to Twitter again and “Twinterviewed” Susan Hayes-Culleton, CFA, for her thoughts and insight on teaching kids about money. We have included the entire Twitter interview here and provided easy access to useful resources if you are interested [...]
On the 4th episode of Fantastic Female Fridays, I had the opportunity to interview Linda Royer, CEO in her first ever public appearance in the role...
I find it so sad when I hear financial goals like “have nice holidays” or “never worry about money”. How will you ever know if you’ve achieved them...
