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
Comment, Analysis & Research
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.
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