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.
Comment, Analysis & Research
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.
11/15/2017
Multi-family offices see growth spurt as rich get richer
About US$8.4trn (£6.4trn, €7.1trn) was owned by high-net-worth (HNW) and ultra-high-net worth (UHNW) individuals in client assets at the end of 2016
11/14/2017
High-net-worth investors laser-focused on outcomes and standards - RESEARCH
High net worth clients believe in the importance of advanced voluntary standards for their advisors.
11/13/2017
Trusts & estates lawyers are operating in turbulent times
What Are The Key Concerns Of Trusts And Estates Lawyers?
11/13/2017
Global Deal Activity to Accelerate in 2018 - RESEARCH
The forecast highlights why investors around the world are feeling increasingly confident as 2018 approaches
11/13/2017
Merrill Edge Offers Enhanced Research Amid Rising Robo Stakes
The rollout of stock stories coincides with stepped-up public-facing support for Merrill Edge Guided Investing — MEGI for short — originally launched last winter.
11/13/2017
Many High-Net-Worth Accountants Can Do A Better Job Communicating Their Value To The Wealthy
Based on a survey of 394 high-net-worth accountants, a little more than two-thirds of them believe they can often do a better job of connecting their services and products to client benefits.
11/13/2017
What Are The Key Concerns Of Trusts And Estates Lawyers?
Generally speaking, law is a mature industry making every trusts and estates lawyers fungible.