10/02/2017
Cryptocurrency Isn’t “Just a Fad,” Says Head of Morgan Stanley
The conversation ended up landing on the topic of bitcoin.
Comment, Analysis & Research
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.
10/02/2017
Cloud Computing, Artificial Intelligence and Distributed Ledger Technology Drive Revenue Opportunities, Present Resource Challenges for Banks - Broadridge Report
The report surveyed key executives at 69 capital markets firms to learn more about their strategies to grow revenues while improving efficiency.
10/02/2017
Stone Ridge reaches $6.14bn of ILS & reinsurance linked fund assets
Stone Ridge Asset Management’s growth in ILS has been extraordinary, having grown 24% in the last year and 65% in the last two years.
09/28/2017
The rich are gaining a larger slice of the world's wealth, research says
Wealth managers deliver above-benchmark investment returns for HNWIs, but satisfaction lags in the face of HNWIs’ demands for more holistic services and concerns with fees
09/28/2017
These are the world's 30 best countries for billionaires
The census explains that the increase in American billionaire net worth was buoyed by a stronger dollar and a robust tech sector.
09/28/2017
UBS Global Real Estate Bubble Index 2017: San Francisco is the most overvalued US urban housing market in the study; bubble risks grow in other developed world cities globally
Price growth has slowed in recent quarters, but remains 6% above the national average.
09/27/2017
Invesco may buy Guggenheim Partners' ETF business in deal topping $1 billion
Guggenheim's ETF business has around $30 billion in assets under management, while Invesco has $125 billion under management
09/27/2017
6 ways retirement benefits will change in the next decade
Many Americans are not saving for retirement — only 32 percent of U.S. workers are said to contribute to 401(k) plans
09/27/2017
Allianz Global Wealth Report: Recovery in turbulent times
Last year's acceleration in growth came mostly from industrialized countries, where asset growth doubled to 5.2 percent.
09/27/2017
2 sector-thrashing investment trusts that could make you a millionaire
Today the trust has published its half yearly report to 31 July
09/27/2017
Women ‘more likely’ than men to run a US financial advisory biz: study
Women are more likely than men to run financial planning practices and less likely to focus exclusively on asset management as money managers
09/26/2017
Advisors Go Holistic By Expanding Their Skill Sets
Blame the robots.
09/26/2017
Is the Federal Reserve Relevant? by Gary Dugan
Well of course the Fed are relevant, but I got the sense last week that even they don’t believe they will be so relevant in the future.
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%
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.