Mentorship: The kindness of critique
05/01/2023 The limits of kudos and the strength of honesty in mentorship Kim Jenson is well aware of the impact mentorship can have on a career – it made all the difference in her own trajectory. She also knows …
Driven by the mission
20/12/2022 Kim Jenson’s life and career have been testaments to the importance of perspective. The lodestars of our lives are rarely unfading, our touchstones are rarely unmovable, and our big pictures are not glass-encased masterpieces but eclectic chalkboard sketches. …
Setting 2023 Goals for Your Business? Consider These Ideas
14/12/2022 From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year. Embrace eco-conscious energy savings Something as simple as subbing LED bulbs for incandescent ones …
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Owning your journey
08/12/2022 How following her interests, landed Karen Coyne, CFP®, here Karen Coyne’s path to a career in financial services was anything but direct. “I’ve always been one to just follow my interests, even if they seem disconnected,” she says. …
Restoring Credibility
30/11/2022 By Jeremy Batstone-Carr, European Strategist, Raymond James UK “Never fear shadows. They simply mean there’s a light shining nearby” — Ruth E. Renkel Financial markets continued their revival from the early summer lows through November as investors’ perceptions regarding …
Aligning specialised investments with values to create change
29/11/2022 Ask the right questions to pursue specific goals. The world’s wealthiest are increasingly putting their money to work for the causes that are most meaningful to them. We see this in initiatives like the Giving Pledge, which more …
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Advocacy anchored in humanity
23/11/2022 “You are your greatest asset. No one can take you away from you unless you let them.” That’s what Lazetta Rainey Braxton, CFP®, MBA, believes and she has acted accordingly throughout her life. In high school, Lazetta Rainey Braxton directed …
Budget Newsletter November 2022
18/11/2022 Our Budget Newsletter breaks down the Chancellor’s Autumn Statement, outlining what it means for our wealth managers and their clients and helping them to plan for the upcoming calendar year. Click to open Budget Newsletter PDF
Give e-waste new life
16/11/2022 Old devices don’t have to add to the clutter. Here are some options for getting the most out of those electronics. Today’s junk drawers are stuffed with last year’s smartphones and tablets along with webs of tangled cords. …
Weekly Headings
11/11/2022 Key Takeaways Politics aren’t a key driver of the markets Volatility from a government shutdown is often short lived The Fed may end its streak of 75 basis points rate hikes As we celebrate Veterans Day, we acknowledge and …
