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Comment, Analysis & Research

12/04/2017

New Report from Peruvian-American Bondholders for Justice (PABJ) Says Peru Is Not Ready For Membership In The OECD

The report was commissioned by Peruvian-American Bondholders for Justice (PABJ) and the Agrarian Debt Bondholders Association (ABDA).

12/04/2017

Canadian Xennials Feel The Retirement Savings Squeeze

70 per Cent Of Surveyed Canadians 34-40 Feel Overwhelmed Juggling Day-To-Day Financial Obligations And Saving For Retirement

12/04/2017

Saudi Stock Exchange Signs Post-Trade Technology Transformation Agreement With Nasdaq

Nasdaq To Deliver New Cash And Derivatives Clearing, Central Securities Depository and Post-Trade Risk Management Technologies

12/04/2017

How Regional Banks Are Expanding Their Wealth Management Units

To attract clients, meanwhile, regional banks can “piggy-back” on the relationships they’ve built in their communities, according to the newswire.

11/30/2017

3 reasons the trillion-dollar M&A market will keep exploding in 2018

The number of private-equity-backed companies in the US has surged by more than 30% from 2011 to 2017

11/28/2017

Survey Reveals Financial Services Industry Slow to Adopt Growth-Driving Initiatives

Regulatory changes have led to the re-evaluation of business practices and models. One main impact of regulatory change has been the accelerated move toward advisory, according to 35 percent of respondents, followed by the creation of governance and overs

11/26/2017

Why More Philanthropists Are Giving Before They Die

The trend is a departure from the traditional model of donation—and could affect how large sums of money are put to use.

11/22/2017

Milan Patel: U.S. Is Ready to Conclude With Swiss Banks

We know they are having discussions right now, so they are absolutely reaching stages with several banks to finalize the numbers.

11/22/2017

How Peak Day Policies Can Impact Which Private Jet Card Membership Is Right For You

Over a year, you can easily spend $30,000 to $50,000 more than you need to by not doing the research before you buy.

11/21/2017

Majority of asset managers expected to offer ETFs in next five years

The ETF market will be transformed by both current and new investors.

11/21/2017

United States Viewed as Most Resilient Global Financial Center

While the U.S. continues to be perceived by most respondents as a source for investment opportunities, cited by 80% in 2017, this decreased from 91% in 2015.

11/21/2017

LGBTQ-Friendly Brokerages Ranked (Only One Falls Short)

Raymond James, which got 85% on the CEI for 2017 as well, didn’t respond to FA-IQ’s request for comment.

11/21/2017

60 Percent Of US Banking Customers Open To Trying New FinTechs

The survey included responses from people in 22 countries

11/16/2017

GOP tax plan spells disaster for Asian-Americans

An expanded child tax credit to go along with rate reductions across middle income brackets would also create.

11/16/2017

Advice the face of wealth management evolution

Advice has become so regulated that it has preserved the rich.

11/16/2017

Global Wealth Report 2017: Where Are We Ten Years after the Crisis?

According to the report, global wealth should continue to grow at a similar pace to the last half a decade and is anticipated to reach USD 341 trillion by 2022.

11/16/2017

Investment Assets That Put Women First Surge Past $2.2 Billion

Public investment vehicles, including mutual funds and ETFs focused on so-called “gender-lens” investing, oversaw $910 million in assets as of June 30, 2017.

11/15/2017

Brazil's Top Three Pension Funds Join Petrobras Arbitration -Paper

Brazilian Pension Funds, Accumulated Heavy Losses From Their Investments In The Last Two Years

11/15/2017

Wealth Management: Why You Should Be Your Own CEO

The term that is often used in my industry of wealth management is robo-advisers.

11/15/2017

Why America Can’t Rebuild Without China

The security bar is easily cleared.

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