09/26/2017
More investors are viewing active funds as a rip-off
According to data from Morningstar Direct, the median actively managed mutual fund charges an expense ratio of 1.05%
Comment, Analysis & Research
09/26/2017
Personal Capital Releases New Survey Revealing How Affluent Americans Handle Family Finances
Millennials Expect to Give Their Children More Financial Support Than Prior Generations; One in 10 Parents Overall Plan to Continue Supporting Their Children for Their Entire Lives
09/26/2017
Manulife Asset Management offers insight in "Global Intelligence Interim Outlook: Autumn 2017
What investors should pay attention to is the fact that we will likely see the Fed shrinking its balance sheet
09/26/2017
Many Of The Super-Rich And Family Offices Are Buying 'Apocalypse Insurance'
Some people are buying houses in remote parts of the world.
09/26/2017
Freud Meets Finance: Why Wealthy Clients Are Using Financial Advisors For Money Therapy
Several years ago, Mossanen held what some might consider a family intervention with one of his best clients, an Iranian immigrant couple living in the Bel Air section of L.A.
09/25/2017
It's time to buy banks
Bank stocks rallied even as traders lowered their bets for rate hikes from the Federal Reserve.
09/24/2017
Massive China Credit Bubble Is a Big Threat to the U.S. Economy
They’ve acted this way for a number of complicated reasons.
09/22/2017
China's Banking System Won't Collapse, Former Bank Director Says
The Untold Story, a book of lessons gleaned from inside the nation’s banking system.
09/22/2017
How Women Clients Are Reshaping Private Banks
How female clients are changing private banking.
09/21/2017
The United States' Problem With Financial Secrecy
Washington has provided the world with some of the foremost tools for combating crime and grand corruption.
09/21/2017
Strong Global Markets Help Asset Managers' Operating Margins Recover In The Second Quarter - RESEARCH
Cumulative assets under management grew 3.9% quarter-over-quarter, and surged 12.1% year-over-year.
09/20/2017
US bank CEOs are likely 'very afraid' of bitcoin, says wealth advisor
The digital currency uses blockchain technology to record every transaction that occurs, granting all users full view of the digital ledger.
09/19/2017
Knight Frank’s latest: ‘Jewellery overtakes cars’ but wine wins
It is a time of change at the top of KFLII, which tracks the price growth of 10 luxury investment sectors.
09/19/2017
Baird M&A Report Highlights What Buyers Value in the Changing Consumer Sector
Insights from Baird’s 150 Mid-Market Consumer Deals include Valuation Drivers and M&A Trends
09/19/2017
Banking On The Mass Affluent: Millennials With Money
The Mass Affluent demographic makes up about 11% of U.S. households, and controls more than a quarter of U.S. wealth. They don’t live paycheck to paycheck. They are tech savvy. They like to save. And they are one of the more profitable segments bank
09/18/2017
When big companies become asset managers
Taxes alone are not keeping corporate cash out of the real economy
09/18/2017
Female hedge funds outperform those run by men
Returns were two times higher in 2017, piling pressure on male-dominated sector
09/18/2017
Vanguard, Charles Schwab and Fidelity will reign over robo advisors
More than half of that growth will come from Acorns.
09/18/2017
Why Many Single-Family Offices And The Super-Rich Are Engaging In "False Flag" Business Dealings
It is also very effective in ensuring a high degree of privacy and security for family members.
09/18/2017
Four Core Strategies For Cultivating Affluent Investors
The most powerful way to source new affluent investors and what is regularly the only way to source the extremely wealthy is by getting referrals