10/12/2017
International Survey Finds Complexity of Retirement Risks Is a Challenge Common to Future Retirees in U.S., U.K., Australia
The survey recommends targeted financial education, greater use of default features in private retirement plans
Comment, Analysis & Research
10/11/2017
Wealthy Remain Curious But Skeptical About Bitcoin, UBS CEO Says
Bitcoin has surged more than 300 percent this year.
10/10/2017
Rich Europeans Have $14.7 Trillion and Are Ready to Pile Into Credit Markets
Frustration over negative interest rates in the euro zone is likely to drive much of that money into credit.
10/09/2017
Who wants to be a Chief Investment Officer? by Gary Dugan
This Chief Investment officer is going to stay engaged... it's too much fun to miss!
10/09/2017
Third Annual Survey Finds Record Levels of Interest in M&A from Leaders of Privately Held Companies
Ninety Five Percent of Business Leaders are Interested in M&A and are Optimistic on the Prospects for Their Businesses
10/06/2017
Customer Service from Financial Firms Driven By AI and Predictive Analytics
The rise of the technology has transformed how financial businesses are providing their services to customers.
10/06/2017
SS&C Second Annual Study Reveals Top Concerns of CECL Transition
Despite initial plans to begin early, only eight percent of banks are actively implementing requirements
10/05/2017
Family offices help multiple generations become good stewards of wealth
There is no single definition of a family office: whatever circumstances develop the need for an outside expert defines the term.
10/05/2017
To Excel Multi-Family Offices Require Process As Well As Platform
What was evident is that even though the model is in high demand by the ultra-wealthy, many multi-family offices are not reaching their potential.
10/05/2017
Capsicum Re report addresses non-affirmative cyber
Capsicum Re identifies that reinsurers are responding with both non-affirmative solutions
10/03/2017
Investor Confidence Indices Climb in September; Affluent Confidence Reaches Highest Level in Three Years
Investors seem to believe the market will continue to thrive through the end of the year
10/03/2017
Alliant’s Jay Laschinger Named to 2017 Financial Times 401 Top Retirement Plan Advisers
Prestigious list recognizes top financial advisers specializing in defined contribution (DC) plans
10/03/2017
Hedge fund billionaire flew top Mnuchin aide on private jet to Palm Beach
The federal government has rules aimed at preventing individuals from trying to affect government policy by giving gifts to public officials.
10/03/2017
The Winner Take Most In The Wealth Management Industry
The complication is that the great majority of wealth managers and other professionals are not using behavioral best practices like street-smart networking.
10/03/2017
What Defines Millennials – and How Marketers Can Reach Them
Generational studies point to common factors that create and define a cohort.
10/03/2017
Major asset managers moving slowly but surely toward impact investing
Nine of 10 of the largest U.S. asset managers have launched or are exploring strategies
10/02/2017
The head of investment themes at UBS explains the big trends every investor should know
This is also going to put strain on healthcare services.
10/02/2017
Most Companies Have Big Gaps Between AI Ambition and Execution - Study
Only 31% of respondents fear that AI will take away some of the current tasks in their own jobs.
10/02/2017
Cryptocurrency Isn’t “Just a Fad,” Says Head of Morgan Stanley
The conversation ended up landing on the topic of bitcoin.
10/02/2017
How Single-Family Offices Source Providers
As for other methods of sourcing external experts, none of them are as extensively employed as referrals from other professionals.