08/21/2017
CIO weekly from Gary Dugan - The Rise of US Country Risk
While Donald Trump is the face of the US’s problems the bulk of the political elite shows few signs of coming up with solutions for the country’s long-term problems
Comment, Analysis & Research
08/21/2017
SS&C GlobeOp Forward Redemption Indicator: August notifications 3.55%
The result for August continues the favorable trend in asset retention by hedge funds this year
08/21/2017
$1B Ex-Merrill Team Breaks Away to ‘Scratch Planning Itch’
In particular, Celenza tells FA-IQ the independent RIA is viewing such a move as a way to expand its ability to offer ultra-high-net-worth clients a family-office type of environment.
08/21/2017
Caribbean Living Luring U.S. Residents
The United States also has a massive debt that has to be paid off at some point, which makes foreign assets even more attractive, Katz adds.
08/20/2017
Investors Pulling Back From Gundlach's Biggest Fund, WSJ Says
The firm said it isn’t troubled by outflows or the performance of the fund
08/19/2017
The future looks very different
The financial advice industry's next generation of leaders imagines what lies ahead
08/19/2017
SF pension board should stay invested in fossil fuels
What they fail to acknowledge is that divestment creates significant investment risks and that a five-year investment history does not paint a full picture.
08/18/2017
Voices Helping clients navigate the high net worth financial maze
Extensive time can occur in this state of flux as the individuals’ primary focus is creating wealth rather than managing and overseeing it.
08/18/2017
Atria Founded Where Futurism Meets Acquisition
Together, the acquisitions will bring 500 advisors and $30 billion in AUM to the Atria.
08/17/2017
Economics, Regulations Spur Pension Risk Transfers; Annuities an Outlet
One of the ways these employers seek to make these transfers is through purchasing a group annuity.
08/16/2017
Manulife Asset Management shares outlook for global equities in new report: "Understanding Value in a Rich Valuation Environment"
The CAPE ratio is calculated by taking the S&P 500 and dividing it by the 10-year average of earnings.
08/16/2017
How to Replicate Ron Carson's Secret to Attracting Billionaire Clients
Almost nobody is taking advantage of this incredible strategy.
08/16/2017
Female Clients Need Encouragement, Validation from Advisors
Women face many additional challenges when it comes to wealth management.
08/16/2017
World's biggest banks face £264bn bill for poor conduct
The report said the data showed that 10 years on from the onset of the financial crisis, the consequences of misconduct continue to hang over the banking sector.
08/16/2017
Hedge funds start to face up to extreme gender imbalance
Questions mount over diversity in an industry dominated by male fund managers
08/14/2017
Don't underestimate the risks from Korea by Gary Dugan
Throughout history when nations build-up their weaponry they almost feel emboldened to fight someone.
08/14/2017
Looking Harder at Corporate Management
We’re value investors.
08/14/2017
What do the rich worry about? Surprisingly, it's money
They are all trying to estimate whether they will have enough income to support their current lifestyle, he says.
08/14/2017
Attracting and Retaining Female Clients
Women want advisors who can not only educate them but who can validate them as intelligent and competent investors.
08/11/2017
Ray Dalio, manager of the world's largest hedge fund, says buy gold on rising North Korea risk
Bridgewater Associates founder Ray Dalio says in a LinkedIn blog post "risks are now rising" in the market and recommends gold as a hedge.