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I am a strategic advisor to CEOs helping them to define and execute business growth and…
Articles by Robert
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ESG Values-Aligned Direct Indexing Solution Powered by Yourstake.org
ESG Values-Aligned Direct Indexing Solution Powered by Yourstake.org
By Robert McGraw
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Capturing Growth in the Post-Pandemic Economy
Capturing Growth in the Post-Pandemic Economy
By Robert McGraw
Activity
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Our Demo Day was a successful event that showcased innovative solutions from the six companies in our Spring 2024 Cohort, bringing together founders,…
Our Demo Day was a successful event that showcased innovative solutions from the six companies in our Spring 2024 Cohort, bringing together founders,…
Liked by Robert McGraw
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Proud to talk about the team effort on AI@MS Debrief and the importance of implementing AI in a way that works for our advisors…
Proud to talk about the team effort on AI@MS Debrief and the importance of implementing AI in a way that works for our advisors…
Liked by Robert McGraw
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Giving through a donor-advised fund offers distinct advantages over traditional methods like credit card or check donations. Here are some reasons…
Giving through a donor-advised fund offers distinct advantages over traditional methods like credit card or check donations. Here are some reasons…
Liked by Robert McGraw
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Volunteer Experience
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Former Member, Board of Trustees
St. Luke's School
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Vestry, Finance Committee
The Church of St Luke in The Fields
- Present 9 years 7 months
Publications
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ETF Playbook - Drawing up a gameplan for ETF success
KPMG
The ETF Playbook is a new series of articles targeting firms that are looking to enter or expand their presence in the ETF marketplace. This is the first in a series of articles to be released this year. This edition focuses on essential elements needed to launch and operate a successful ETF, including the need to have the right product, the right distribution game plan and the right execution strategy.
Other authorsSee publication -
Future Of Wealth Management
Bahamas Investor
Highlights the key success factors for offshore private banks in attracting the next generation of investors and how digital technologies can be leveraged to enhance the overall client service delivery model
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The Road to Sustainable Growth in Wealth Management
KPMG
Outlines how traditional wealth management providers will need to adapt their operating and service delivery models to attract and retain the next generation of investors to deliver sustainable and profitable growth in the future.
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World Wealth Report
Capgemini / Merrill Lynch
Market sizing of global HNW population, impact of financial crisis on client behavior / expectations and how firms are embracing behavioral finance as a way to better serve client needs.
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World Wealth Report
Capgemini / Merrill Lynch
Market sizing of global HNW population, key client retention/attrition drivers, implications for WM service providers on service delivery model. How firms are adapting service delivery models to embrace a holistic risk based approach to addressing clients goals and needs.
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Wealth Management Transformation
KPMG Frontiers in Finance, June 2015
Outlines the key success factors for executing a transformation of the wealth management business to attract and serve the next generation of investors. Highlights the importance of adapting the business and operating model to deliver stronger customer value propositions, the need to align customer and channel capabilities and the role digital and analytics play in delivering a more personalized experience.
More activity by Robert
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SoFi has been recognized by Forbes as one of America's Best Employers for Women 2024! Forbes' recognition is a testament to our Embrace Diversity…
SoFi has been recognized by Forbes as one of America's Best Employers for Women 2024! Forbes' recognition is a testament to our Embrace Diversity…
Liked by Robert McGraw
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Adaptive makes executing downside protection for concentrated positions or entire portfolios easy and error-free for advisors and investors. Take…
Adaptive makes executing downside protection for concentrated positions or entire portfolios easy and error-free for advisors and investors. Take…
Shared by Robert McGraw
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AI is revolutionizing M&A transactions by enhancing due diligence, risk management, and identifying opportunities within the acquired firm’s client…
AI is revolutionizing M&A transactions by enhancing due diligence, risk management, and identifying opportunities within the acquired firm’s client…
Liked by Robert McGraw
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🚀 DEMO DAY TOMORROW! 🚀 Join us TOMORROW, July 23, 2024, at the University of Texas at Arlington to meet Cohort II of The Founders Arena. Hear from…
🚀 DEMO DAY TOMORROW! 🚀 Join us TOMORROW, July 23, 2024, at the University of Texas at Arlington to meet Cohort II of The Founders Arena. Hear from…
Liked by Robert McGraw
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As we move into the second half of 2024, advisors are facing more complex challenges and opportunities than ever before. We have spoken with hundreds…
As we move into the second half of 2024, advisors are facing more complex challenges and opportunities than ever before. We have spoken with hundreds…
Liked by Robert McGraw
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Great article from Brian Moynihan. Amazing recognition of our wealth advisors and our insights program!
Great article from Brian Moynihan. Amazing recognition of our wealth advisors and our insights program!
Liked by Robert McGraw
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Free Webinar: How to Protect Your Client Portfolios from Election Chaos 📅 Wednesday, July 17th, 2024 ⏲️ 9 PM ET 🔗https://lnkd.in/dg3sz5G4 💻 Zoom…
Free Webinar: How to Protect Your Client Portfolios from Election Chaos 📅 Wednesday, July 17th, 2024 ⏲️ 9 PM ET 🔗https://lnkd.in/dg3sz5G4 💻 Zoom…
Liked by Robert McGraw
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Grit & Capital - What Drives Sustainable WealthTech Startups I’m on my latest Global #WealthTech tour which has taken me to Singapore, Hyderabad…
Grit & Capital - What Drives Sustainable WealthTech Startups I’m on my latest Global #WealthTech tour which has taken me to Singapore, Hyderabad…
Liked by Robert McGraw
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Exciting news from Vikar! Our CRO, Nancy Schneier, recently attended the Btech Consortium Annual Conference in Laguna Beach, California. She had a…
Exciting news from Vikar! Our CRO, Nancy Schneier, recently attended the Btech Consortium Annual Conference in Laguna Beach, California. She had a…
Liked by Robert McGraw
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I am honored and humbled to be selected as one of the 2024 50 Women to Watch for Boards by 50/50 Women on Boards! This recognition showcases a…
I am honored and humbled to be selected as one of the 2024 50 Women to Watch for Boards by 50/50 Women on Boards! This recognition showcases a…
Liked by Robert McGraw
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We're thrilled to announce that Broadridge Financial Solutions has partnered with us to bring our Values Questionnaire and data analytics to…
We're thrilled to announce that Broadridge Financial Solutions has partnered with us to bring our Values Questionnaire and data analytics to…
Liked by Robert McGraw
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We had a fantastic afternoon bringing together members from Cohort I and Cohort II to learn about the latest innovations in WealthTech. The Rainbow…
We had a fantastic afternoon bringing together members from Cohort I and Cohort II to learn about the latest innovations in WealthTech. The Rainbow…
Liked by Robert McGraw
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Today, Testimonial iQ is trusted by RIAs managing more than $80B in assets. 8 months ago, Shivakar and I were furiously preparing for Techstars…
Today, Testimonial iQ is trusted by RIAs managing more than $80B in assets. 8 months ago, Shivakar and I were furiously preparing for Techstars…
Liked by Robert McGraw
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