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Financial Services

Fighting Poverty With Technology

Mark Curry | Posted 03.30.2016 | Business
Mark Curry

When a series of unfortunate events unfold, it is sometimes possible to trace them back to a single moment in time. For middle-class families and the...

FinTech Could Help Achieve Full Financial Inclusion

Javier Saade | Posted 03.25.2016 | Business
Javier Saade

We are currently in the midst of an incredible confluence of potentially seismic macro trends that touch every soul. The economic and social promise of all this incredible action could help usher in a world which enjoys much more inclusive financial services and capital access.

Trailblazing Women: Marta Krupinska, Co-Founder and Managing Director, Azimo

Anne Ravanona | Posted 03.08.2016 | Technology
Anne Ravanona

Marta is a passionate entrepreneur and avid champion of diversity in the fintech industry. As a Polish expat, Marta experienced first-hand how challenging it was to send money home.

Finally! Wall Street Cops Look to Ethically Courageous Cultures to Ensure Integrity

Brooke Deterline | Posted 03.03.2016 | Business
Brooke Deterline

Financial regulators are (finally) beginning to consider reforms that get to the heart of American's distrust of the financial system, addressing not just codes of conduct but also how to build ethically courageous cultures that ensure the actions behind the words.

A Stress Test to Identify and Improve Corporate Culture Problems

Colonel David W. Sutherland | Posted 02.12.2016 | Business
Colonel David W. Sutherland

Many companies measure employee engagement as a way of determining company culture. But satisfaction and engagement surveys simply document the extent of the problem. The focus must be on culture as the intersection between values and behaviors.

Future of Banking: Will Google Or Amazon Be Your Future Bank?

April Rudin | Posted 01.06.2016 | Business
April Rudin

If you're a Millennial - that is, someone born between the years 1981 and 2000 - this imagined future probably doesn't seem far-fetched at all, as 73 percent of this generation would be more excited by a financial services offering from one of those five companies than from their own nationwide bank.

CFPB Proposes Big Step Forward With Curbs on Forced Arbitration

Nan Aron | Posted 10.27.2015 | Politics
Nan Aron

We commend the CFPB for moving to prohibit class-action bans. But the agency should go further and ban forced arbitration entirely wherever it has the power to do so.

Why Is Financial Inclusion so High on the Development Agenda?

Tilman Ehrbeck | Posted 09.28.2015 | Impact
Tilman Ehrbeck

In the sustainable development priorities for the next 15 years adopted by heads of states in New York this week, the United Nations has highlighted financial inclusion as an important enabler for poorer households in the informal economies of the global south to increase resilience and better capture opportunities.

Fiduciary or Suitability? SecureFamily or Not So Secure?

PaladinRegistry.com | Posted 09.14.2015 | Business
PaladinRegistry.com

I have recently seen a spate of advertisements from "Securefamily.org." that attempts to discredit the work being done on pending fiduciary rules and ...

Hillary Clinton Backs Bill That Would Ban 'Golden Parachutes' For Wall Street Bankers

The Huffington Post | Samantha Lachman | Posted 08.31.2015 | Politics

WASHINGTON -- Democratic presidential candidate Hillary Clinton announced her support Monday for legislation that would ban "golden parachutes" for pr...

Hillary Clinton: Wall Street's Revolving Door Is Destroying Public Trust in Government

Hillary Clinton | Posted 08.31.2015 | Politics
Hillary Clinton

We need to make sure those who do the people's work in Washington are actually doing it -- not worrying about former or future bosses at the public's expense.

What Your Financial Adviser Should be Doing for You

PaladinRegistry.com | Posted 08.27.2015 | Business
PaladinRegistry.com

Average investors who buy mutual funds, insurance policies, annuities and other types of investments work under the assumption that their financial adviser is working in their best interests. This is a false assumption.

Progressive Groups Press Hillary Clinton On Wall Street's Golden Parachutes

The Huffington Post | Samantha Lachman | Posted 08.26.2015 | Politics

WASHINGTON -- A coalition of progressive groups sent a letter to Democratic presidential candidate Hillary Clinton on Wednesday, requesting more infor...

Women: A Transformative Force for Socio-Economic Global Good

Gaia Paradiso | Posted 08.11.2015 | Impact
Gaia Paradiso

By empowering women and by granting micro-finance loans to open up their business, they can become and play an active role in society, both in their households decision-making and at societal and community level.

Dreamers and Disruptors: How the Evolution of Silicon Valley is Reshaping Our World

Paul Holland | Posted 07.31.2015 | Impact
Paul Holland

It feels like we may be on the verge of an infrastructure revolution --with the market for these disruptive ideas being so big that their eventual impact could be five to 10 times greater than those companies on which the Valley was built.

New Frontier for Successful Aging: Financial Gerontology in the Spotlight at White House Conference on Aging

Paul H. Irving | Posted 07.22.2015 | Fifty
Paul H. Irving

Fresh ideas and approaches can empower a brighter future of aging, and the emergence of financial gerontology is cause for hope. This link between two disciplines that are critically important to the aging population presents the potential for new solutions and healthy, productive and purposeful outcomes for today's older adults and for generations to come.

Who's the Next Impact Target After Goldman Sachs Snaps Up Imprint Capital?

David Bank | Posted 07.22.2015 | Impact
David Bank

Goldman Sachs' move to buy San Francisco-based Imprint Capital has the small community of impact investment asset managers and dealmakers buzzing about who might next be asked to dance by a Wall Street suitor.

Elizabeth Warren Nails GOP Financial Exec

The Huffington Post | Zach Carter | Posted 07.22.2015 | Politics

WASHINGTON -- When a financial executive refuses to answer basic questions about personal finance, you know he's in trouble. Sen. Elizabeth Warren (D...

Senate Republicans Think Herbalife Is A Good Model For Your Retirement Savings

The Huffington Post | Zach Carter | Posted 08.14.2015 | Politics

WASHINGTON -- In 2010, Citigroup decided to sell what was widely regarded as one of its dodgiest operations. The struggling Wall Street titan was tryi...

Financial Institutions Face Extinction Unless They Innovate Faster

Rob Tarkoff | Posted 06.17.2015 | Business
Rob Tarkoff

It's hard to imagine a world where traditional banks don't exist, isn't it? Not if you never grew up with them (which may be the case for today's younger generation) or if you find the alternatives simply have a better customer experience.

5 Reasons Millennials Don't Trust Financial Planners

Casey Bond | Posted 06.30.2015 | Business
Casey Bond

Some millennials who would be excellent candidates for financial planning services never take advantage because they don't understand what it entails, the benefits of hiring a financial professional or even what type of professional they need.

Annuities, Experts and My Losing 90 Pounds

Don McNay | Posted 05.21.2015 | Business
Don McNay

I was in a coffee shop, having breakfast with my daughter, Angela Luhys, on a week when my weight loss had reached the 90 pound mark since November. While sharing this great milestone with Angela, the guy in the booth behind me was trying to sell an annuity.

Place Matters in Creating Paths Out of Poverty

Bill Bynum | Posted 05.12.2015 | Impact
Bill Bynum

Generations of parents -- including my own -- believed that moving to a better neighborhood would give their children a better chance in life. This week we have new evidence from two wide-ranging studies that proves them right.

Innovative Challengers at the Gates

Omar K. Alghanim | Posted 06.20.2015 | Business
Omar K. Alghanim

Within retail banking, there have been two standout, truly disruptive innovations in the last 20 years, where a few banks applied mass marketing techniques to create something unique.

Respectful Reply - Why Index Fund Investing Is The Last Thing You Should Do

PaladinRegistry.com | Posted 06.09.2015 | Money
PaladinRegistry.com

I recently posted an article detailing my concerns about index fund investing. That article elicited an interesting bunch of comments to which I would like to respond.