Tag Archives: 401k

Lost Generation… Income and wealth building disparities in the US

The Urban Institute, founded according to LBJ ” to bridge the gulf between the lonely scholar in search of truth and the decisionmaker in search of progress” has hit on an inconvenient truth. Generation X and Y are lost… at … Continue reading

Posted in cash flows, consulting, E&A, Enskat Associates, information delivery, money, pension funds, wealth management | Tagged , , , , , , , , , | Leave a comment

Global Trends 2030 – Welcome to the Future

The sad thing about the comprehensive work of the National Intelligence Council looking at future global trends is that it only is published every four years, and the speed of change has been increasing dramatically. To that end, #GT2030 has … Continue reading

Posted in alternatives, apps, asia, black swans, cash flows, Chile, consulting, distribution, E&A, enskat associates, information delivery, institutional investor, LatAm, Latin America, lifestyle, multi-convergence, pension funds, private banking, private equity, professional fund buyers, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

Gender and race inequalities in retirement savings – changing the future

John Rogers is an icon not only in finance, but also in education. Thirty years ago he founded Ariel Investments, changing finance in the process (he today is an advisor and on boards of many of the most prestigious companies, … Continue reading

Posted in alternatives, black swans, Brand, cash flows, Enskat, Enskat Associates, India, information delivery, Latin America, multi-convergence, professional fund buyers, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Global retirement themes: target returns, DB/DC, LDI, plan design, education, risk

As I am spending more and more time on the institutional side of the business in recent years – as part of the overall theme of multi-convergence in the industry -, I am always intrigued with the work done by … Continue reading

Posted in alternatives, beauty, black swans, Brand, Brazil, distribution, Enskat, Enskat Associates, lifestyle, management, Middle East, money, private banking, wealth management | Tagged , , , , , , , , , , , , , , | Leave a comment