Marie Tillman was thrust into the spotlight on April 22, 2004, when her husband, former Arizona Cardinals safety Pat Tillman, was killed in a barrage of friendly fire in Afghanistan.
From family members' well-meaning comments to unsolicited advice from friends and co-workers, it can seem as though everyone has an opinion on money matters.
With an estimated $30 trillion plus transitioning to millennials over the next couple of decades, millennials will most certainly drive change in the financial industry. Many also see impact investing as a meaningful way to engage their capital and to achieve social and environmental impact.
A volunteer position with a nonprofit organization can be an incredibly rewarding experience—both for you and for the organization. But the path to key leadership roles with such organizations can be tricky to navigate.
Philanthropists from Europe, the United States, Asia, and the Middle East are approaching philanthropy in an innovative way and actively promote their causes.
Under 35s are creating more companies, with higher headcount and greater profit ambitions. They show strong interest in the new economy, but not exclusively, and prefer diversification across their investments.
Bay Area Council Economic Institute and Bank of the West
Thursday, April 21, 2016
Investing in an organization or fund with the aim of generating social or environmental impact alongside a financial return is a concept that has been gaining wider appeal and attention in wealth management. Often known as impact investing, the concept has become an industry.
Kristin Nelson, National Head of Private Business Owner Solutions, Family Wealth Advisors, BNP Paribas GroupJane Warner, Senior Wealth Strategist, Family Wealth Advisors, BNP Paribas Group
Wednesday, March 30, 2016
Statistically, every day 10,000 Baby Boomers will reach the age of 65, a phenomena that will occur daily until 2029. And, according to the Small Business Administration, half of small business owners are currently over age 50.
For decades, asset owners have worked to align their public equity investments with their values. Today, many investors in public equity consider social and environmental issues in their investment selection processes.