Focus on financial services: asset management, fintech, private equity, hedge funds, impact investing. I write and edit white papers, research reports, articles, case studies, profiles.
Most Americans aren't ready for the 'Great Wealth Transfer'
Americans seem to be unsure when to seek help from a financial advisor. Some hesitate to reach out unless they have a windfall of $1 million or more.
A Private Equity Firm With a Partnership Approach
Eventually, most founders need help to grow their businesses to the next level. Boyne Capital prefers to work with entrepreneurs, to find solutions together.
You Just Bought a Painting at Art Basel. Now What?
The works of art for sale at Art Basel Miami Beach range from small paintings to large scale sculptures. But buying art is just the start. Then comes the work of transporting, protecting, and displaying it. Insurers such as Chubb underwrite insurance coverage for a wide range of art objects and have a team of specialists with degrees and advanced training in art and collectibles who can provide Chubb clients with advice about mitigating risks and preserving their collections.
Taking Private Public: How Alts Managers Can Crack the Wealth Market
In the world of alternatives managers, brands like Blackstone, TPG and KKR command respect among institutions and other large investors. But despite their billions under management and decades-long track records, they're largely unknown to the general public.
The road ahead for EVs depends on these 7 factors
There’s a lot riding on EVs going mainstream globally. There are also a lot of challenges for companies and governments alike.
AI Trends in Financial Management
Insights from mid-size company CFOs and private equity finance leaders
Generative AI financial scammers are getting very good at duping work email
More than one in four companies now ban their employees from using generative AI. But that does little to protect against criminals who use it to trick employees into sharing sensitive information or pay fraudulent invoices.
Understanding the difference between a Roth IRA and a Traditional IRA
Money, Product and Services, investing, retirement
Insurers are seeking a way to make money from your climate change travel anxiety
Insurance models are being upended by extreme weather. One insurance niche is getting a boost amid the chaos. More travel and disrupted travel plans have meant more interest in travel insurance, which covers trip cancellation, lost luggage and delays.
Tax Myths vs Reality: Do You Know the Difference?
Take this quick quiz to find out if you know what’s true—and what’s not—when it comes to personal taxes.
What Past Downturns Tell Us
During times of economic uncertainty, it’s helpful to look to the past.
4 Wealth Planning Considerations For Clients With Illnesses Or Disabilities
There’s no one-size-fits-all approach when it comes to wealth management. That’s especially true when chronic illnesses and disabilities are involved.
What it's like raising capital during a pandemic
Faced with risk averse investors and unreturned calls, here’s how founders managed the economic crisis.
How Financial Wellness Is Different for Women
When it comes to understanding what financial wellness means for women, there's work to be done.
A Silver Lining In The Crisis: How Companies Are Finding Efficiencies
The coronavirus pandemic has forced many companies to make changes—from switching to remote work to experimenting with new business models.