10/25/2017
How Successful Entrepreneurs Maximize Personal Wealth Selling Their Companies
It is very possible for successful entrepreneurs to walk away with a great deal more money after taxes
Comment, Analysis & Research
10/25/2017
Wealthy Inheritors Are Increasingly Creating Their Own Alternative Investment Funds
Most wealthy inheritors have extensive and very powerful personal and professional networks
10/25/2017
The Importance Of A Wealth Management Team In Becoming Seriously Wealthy
“Building teams is one of the great strengths of the self-made wealthy,” says Lewis Schiff, Executive Director, Birthing of Giants Fellowship Program.
10/25/2017
Warren Buffett is now richer than he has ever been before
We sort of know it when we see it
10/24/2017
Blockchain, Machine Learning, Robotics, AI And WT Will Reshape Digital Business In 2018
Ettienne Reinecke, Dimension Data’s Group Chief Technology Officer, says Blockchain has gone from strength to strength.
10/23/2017
Momentum momentum by Gary Dugan
People are still unhappy with the political elite and are thrashing around for an alternative.
10/23/2017
After firings, Fidelity chief says no tolerance for sexual harassment
Bad press can be a concern to clients considering a new money manager due to performance or fees.
10/22/2017
ADP Squares Up For Fight With Activist Investor Bill Ackman
Shareholders Vote In November On Whether Pershing Square Will Get Three Board Seats
10/20/2017
SS&C GlobeOp Forward Redemption Indicator: October notifications 2.69%
The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds
10/20/2017
Wealthy Families Are Winning Deals Away From Private Equity
Once regarded as novices, family offices are looking beyond stocks and bonds to pursue direct investments in companies and real estate.
10/19/2017
The Best Hedge Fund Managers Are Not Psychopaths Or Narcissists, According To New Study
Managers With Psychopathic Traits Made Less Profitable Investments Than Peers
10/19/2017
How to Keep Clients Focused on the Long Term
As an advisor, one of your biggest value-adds is keeping clients focused on their long-term investment goals and helping them avoid these traps.
10/19/2017
Transparency in alternative assets requires ‘collaborative partnership’ between investors and asset managers, says Northern Trust
The paper, Alts Transparency: Finding the Right Balance, is a follow-up to an industry-wide survey conducted earlier this year by The Economist Intelligence Unit for Northern Trust
10/18/2017
George Soros foundations now control $18 billion
The foundations already controlled billions of dollars.
10/18/2017
Trump wealth slides $600m on NY property market, ‘new information’
The magazine now had two people covering the president full time.
10/18/2017
Sorry, investigative journalists—rich Canadians apparently aren’t massively stashing wealth offshore
William Watson: A new academic study suggests there may be less Canadian-owned foreign money than typically meets the investigative eye
10/18/2017
Women Get an Earlier Start Than Men in Financial Planning
A new report, The Cerulli Edge―U.S. Monthly Product Trends Edition, showed that by gender 31.3 percent of women are financial planners, compared to 21.6 percent of men.
10/17/2017
CIBC Mellon named "Category Outperformer" and "Market Outperformer: Canada
The survey, which identifies high-performing financial services companies as rated by global institutional investors, saw CIBC Mellon achieve its highest scores for settlement and relationship management.
10/17/2017
McKinsey highlights importance of LEIs - RESEARCH
This resulting easier counterparty identification will open the door to further automation and digitalization of financial and commercial transactions across the globe.
10/16/2017
Is Sallie Krawcheck’s Women-Centric Investment Firm, Ellevest, Another Example Of The “Pink Tax”?
Women who sign up for Krawcheck’s investment service, rather than Betterment or Wealthfront, will pay a premium–but it may well be worth it.