10/23/2017
Momentum momentum by Gary Dugan
People are still unhappy with the political elite and are thrashing around for an alternative.
Comment, Analysis & Research
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.
10/16/2017
What you should know before starting a private foundation
The word “foundation” is commonly incorporated into the names of several types of nonprofits.
10/16/2017
Meet the new class traitors who are coming out as rich
For many, talking about money, especially their own, is a social taboo. But now wealthy progressives are opening up about a system that is skewed in their favor
10/16/2017
Most Large Global Banks Planning Major Investments in Open Banking
Half believe competitive pressure will force them to give data-access to third-parties as a service to customers
10/16/2017
Successful Entrepreneurs Rely On Wealth Managers
When it comes to wealth management the biggest decision is not about the efficacy of a particular product or strategy.
10/16/2017
How The Giving Habits Of The Super Rich Are Changing
Wealthy people who are getting engaged in philanthropy also want to be knowledgeable about the issues that they care about.