06/14/2017
Millennial Investors Are Not Over the Financial Crisis
A total of 83% of millennial investors cited that their decisions today were influenced in some manner by the financial crisis
Comment, Analysis & Research
06/14/2017
Rich get richer under new pension law
The average firm either holds the funds on its balance sheet as liquid assets or pays them out to shareholders.
06/14/2017
Global CEOs remain optimistic over the next 3 years and look to be the disruptor
The annual study by KPMG International of nearly 1,300 CEOs from companies across 11 industries in 10 countries found that many CEOs are focused on geopolitical challenges
06/13/2017
Generations Collide as Millennials Redefine Work, Wealth, Family and Influence
Millennials are challenging traditional approaches to investing, philanthropy and pursuit of life and career goals, but family traditions and financial support are the foundations of success and multi-generational family wealth planning.
06/11/2017
When Silicon Valley execs suddenly make billions, they turn to this man to help them give it away
The Silicon Valley Community Foundation has shot from obscurity to become the largest of its kind in 10 years.
06/11/2017
On Philanthropy: Women’s voices ring clear in world of philanthropy
Women of all ages and stages of life are more generous than their male counterparts
06/11/2017
Fund houses’ assets rose but profits fell in 2016
Research further warns that a third of profits in Europe could be wiped out by 2018
06/11/2017
The Coming Challenges For Asset Managers And Financial Advisors
We asked a nationally recognized financial services communications expert and business consultant for his real-world perspective on major challenges and trends in the financial services industry.
06/11/2017
Hedge funds face a crisis of confidence
I have been talking about this and now I think more and more investors are beginning to realize it.
06/09/2017
How Age Impacts Wealthy Women
There are wealthy women in America across the spectrum of age segments.
06/07/2017
Global investors develop taste for US high-yield corporate bonds
Pushed from stocks and negatively yielding sovereign debt, traders start to like junk
06/07/2017
Robo-Advisors, Partnerships and Inorganic Intelligence to Drive Future of Wealth Management Industry
Wealth managers will seek previously unheard of working relationships with competitors amid the increasing sophistication of the market, regulatory risks, the benefit and opportunity from greater focus and specialization, and the continuing arrival of sec
06/07/2017
New Survey of Family Businesses Reveals Strengths and Challenges Ahead
Family business are key drivers of economic development, but taxes and regulations hinder growth
06/06/2017
HSBC ranks amongst top-three corporate citizens in Canada, tops 'women in leadership' ranking from Corporate Knights
HSBC is also the first company to be recognized as a top performer in gender diversity within the financial services sector, as part of a new Corporate Knights initiative to recognize leaders in this space.
06/06/2017
Survey Shows 90 Percent of 1st Global Affiliates Are Satisfied with Service, Support and Partnership
Semiannual Voice of the Advisor survey provides valuable intelligence on CPA wealth managers
06/05/2017
The Rise Of Self-Made, Super-Rich Women And Single-Family Offices
These women are not pushovers
06/05/2017
Financial Advisory Firms Struggle to Attract and Keep Young Talent
Demand is strong but wealth management firms are having trouble finding and keeping top performers, especially in the younger age bracket. A new report serves up some advice on changes the financial advisory industry can make to attract Millennials.
06/05/2017
Sallie Krawcheck: Why Corporate America Will Never ‘Get’ Diversity
Maybe the better results that come from increased gender diversity just aren’t enough to get men—who remain mostly in charge
06/04/2017
What Is Thematic Investing?
It centers on identifying the ideas and trends that are most likely to reshape the economy for years to come
06/02/2017
How To Invest In Chinese Startups Like A Pro
Chang is no stranger to early-stage investing.