industries financial-services 
Harvard Corporate Governance
JULY 20, 2023
In order to do so both effectively and efficiently, institutional investors often leverage their resources by using the services of a proxy advisor. Posted by Eric Shostal, Glass Lewis & Co. , on Thursday, July 20, 2023 Editor's Note: Eric Shostal is Senior Vice President of Research and Engagement at Glass, Lewis & Co.
Benchmark Report
FEBRUARY 23, 2022
Financial Planning & Advisory Sector. In 2022, the market size of the financial planning & advisory industry is $59.2 Industry profit declined in 2020 due to declining assets under management and lower return on assets but increased in 2021 as the economy began to recover. It is expected to increase 4% this year.
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Harvard Corporate Governance
APRIL 22, 2024
Cohn Professor of Law at the University of Michigan Law School, and Ariel Siman is a Tax Planning Director in the financial services industry. The Internal Revenue Service is de facto the largest minority shareholder in almost all corporations. Avi-Yonah is the Irwin I. This post is based on their working paper.
IVSC
FEBRUARY 21, 2024
Led by industry experts and valuation leaders, this webinar will delve into crucial topics such as integrating ESG metrics into valuation models, evaluating the financial impact of sustainability initiatives, and navigating regulatory implications for sustainable valuation practices. Bernstein, a subsidiary of AllianceBernstein.
Harvard Corporate Governance
SEPTEMBER 27, 2023
During the first half of 2023, financial institutions faced their most challenging period in more than a decade, even calling into question the viability of the regional banking model. At the same time, activist campaigns targeting financial institutions increased by more than 60% year-over-year during the first half of the year.
Harvard Corporate Governance
FEBRUARY 20, 2024
This post is based on their article forthcoming in the The Review of Financial Studies. A key, yet often overlooked, feature of VC investments is that VC portfolios tend to include many startups in the same industry. Most startups nowadays share a VC investor with at least one other startup in the same industry.
Trout CPA
MARCH 13, 2024
Trout CPA is delighted to introduce our newest Client Accounting Services Manager, Will Richard, CMA, CPP. Prior to joining our firm, Will held several financial management positions, including Accounting Manager and CFO, across several industries.
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