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  • ""
    February 09, 2024
    • Investor Services
    We’ve partnered with K&L Gates to revisit the current state of mutual funds to ETF conversions and identify the next step for the industry.
  • ""
    August 17, 2023
    • Investor Services
    Let’s look at the rapid growth of the ETF market and debunk the five most common misconceptions holding asset managers back.
  • ""
    April 27, 2023
    • Private Banking
    In this issue’s infographic, we look at the state of women business owners and the next generation of women entrepreneurs – why they are starting businesses and how they are doing.
  • ""
    October 24, 2022
    • Private Banking
    In this issue’s “By the Numbers,” we look at the significant impact of family-owned businesses in the world and their communities, as well as how they are measuring up on diversity and inclusion.
  • ""
    May 09, 2022
    • Private Banking
    In this issue’s “By the Numbers,” we highlight the research of the Women’s Philanthropy Institute at the Indiana University Lilly School of Philanthropy and trends in women’s philanthropy, including women’s influence on household giving, the growing popularity of giving circles and the increase in giving to women and girls.
  • ""
    April 28, 2021
    • Private Banking
    In our “By the Numbers” infographic, we look at sustainability and social responsibility, examining the benefits of investing time and resources into these areas, as well as rising demand and trends.
  • ""
    January 25, 2021
    • Private Banking
    In our “By the Numbers” infographic, we look at mental health and wellness in the time of COVID-19, examining the impact of 2020 on our collective mental well-being, as well as some signs that there is hope on the horizon.
  • Covid-19 the impact on women
    October 01, 2020
    • Private Banking
    In our “By the Numbers” infographic, we explore the enormous effect COVID-19 has had on women on the frontlines, at home and at work, as well as highlight a few silver linings to come out of the pandemic.
  • 48% of U.S. companies are at least 50% owned by women
    August 06, 2019
    • Private Banking
    In this issue’s “By the Numbers” infographic, we illustrate the current state of the funding gap and highlight a few promising signs of change.
  • Giving at a glance: at least 70% of all chartable contributions in the United States can be attributed to individuals. Giving in the 1970s vs. 2000s*
    January 09, 2019
    • Private Banking
    Our “By the Numbers” infographic explores the patterns behind booming charitable giving and the impact of parental giving on the next generation.

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