Publications

Article 19 Dec 2022 - 5 minutes read

Virtual Advice: A Call Center Based Approach to Managed Accounts

Is your firm on board the Virtual Financial Advisor train? New technologies and changing customer preferences have created opportunities for a new approach to wealth management.

Article 24 May 2022 - 4 minutes read

How to ensure that your DEI efforts result in long-lasting change

The business case for Diversity, Equity and Inclusion (DEI) for organisations is quite clear. Organisations that invest in DEI outperform their competitors, understand their market better and are more creative and innovative. However, organisations struggle to create an impact with their efforts.

Article 23 Nov 2021 - 5 minutes read

How CSR Improves Employee Well-Being and the Bottom Line

Organizations that create Corporate Social Responsibility programs that are meaningful to their employees and aligned with the organization's values can see direct links to achieving business goals.

Article 23 Nov 2021 - 7 minutes read

What does Effective CSR Look Like in Practice?

Effective corporate social responsibility (CSR) programs have been shown to drive beneficial outcomes for employee wellbeing – and the bottom line. Find concrete examples of companies implementing CSR to positively impact their workforce and community.

Article 23 Nov 2021 - 6 minutes read

Corporate Social Responsibility: Doing Good Is Good for Business

The current workplace is changing rapidly and with this comes changes in what employees value from their employer, to include a strong strategy around Corporate Social Responsibility (CSR).

Research and Report 05 Nov 2021 - 1 minute read

Gender Bias in US Job Ads

Our 6-month study of over 225,000 job ads uncovers systemic gender bias against women across 9 sectors