04/27/2017
Openimpact.ca profiles more than 150 Canadian impact investing products
“The old model would have said, ‘keep this information proprietary’,” said Norm Tasevski, co-founder of Purpose Capital.
Comment, Analysis & Research
04/27/2017
Make Charitable Giving a Win-Win Part Of Your Wealth Plan
If you're considering making charitable giving part of your wealth plan, consult with a specialist
04/27/2017
Some Public Pensions Help Trump, Report Shows
The possible problem for Trump lies in the fact that state- and city-run pension funds have invested in the CIM fund and pay it a few million dollars in quarterly fees to manage their investments in its portfolio, which includes the Trump SoHo, according
04/26/2017
Athena Publishes Research on Constructing Impact Portfolios
Much of the dialogue about impact investing has focused on specific investments
04/26/2017
ETF Assets in the U.S. Have Increased 10% to Nearly $2.8 Trillion
Disappointing performance results have led to a more challenging fundraising environment for many hedge fund managers
04/26/2017
Banks Face Challenge Of Integrating Cyber And Operational Risk
The survey also revealed that, among the thousands of phishing, malware and penetration attacks that financial services firms face each year.
04/26/2017
Co-Investing And Next-Gen Attitude To Be Surveyed In New Family Report
The Global Family Office Report survey returned online earlier this month as the backbone of the influential study with new facets of the family office sector to explore.
04/26/2017
How to prevent a generation of entitlement
And yet money and inheritance remain a taboo subject in many families.
04/26/2017
Concierge Auctions Accepting Sellers For June Auction Aimed At High Net Worth Chinese Buyers
Bidding will be hosted on Concierge Auctions' mobile app, allowing buyers to participate in real-time from anywhere in the world.
04/25/2017
Global Family Office Population Revealed In New Research
In general, it is much more likely that a wealthy family in the US or Europe will have a single family office
04/25/2017
Morneau Shepell releases the results of its Performance Universe of Pension Managers' Pooled Funds
Pension fund financial positions improved during the quarter
04/25/2017
Chinese Fugitive Guo Wengui Lost $500 Million In UBS Margin Call
Shares of Haitong Securities trading on the Hong Kong Stock Exchange spiked in 2015 and then plunged amid a wide market sell-off.
04/25/2017
Investor and Business Owner Optimism on the Economy Remains High
Investors are ready to capitalize on signs of additional progress from the Administration; prioritize healthcare, infrastructure and tax reductions
04/25/2017
The rich are living longer — and taking more from taxpayers
The health of middle-aged non-Hispanic white Americans is deteriorating fastest.
04/23/2017
Why Having A Trust Strategy Is Key To The Future Of FinTech
Trust is central to all of these emerging propositions whether it is from an emotional perspective because of previous traditional banking issues or a technological one like Blockchain.
04/23/2017
The Death of Wells Fargo's Retail Strategy
The fallout from Wells Fargo’s fake-account scandal has forced the bank to abandon its approach to retail banking.
04/21/2017
Blowing the Whistle on Wells Fargo - New Commentary by Crow & Cushing
Kraus claimed that Wachovia hid loans from internal and regulatory review
04/20/2017
Foundation Source Survey Finds Proactive Charitable Vehicle Counseling May Increase AUM for Wealth Managers
Yet advisors may have gaps in their philanthropic knowledge
04/20/2017
Wealth manager, baseball player Lon Morton dies at 72
He and partners reacquired the firm after SBB&T was recapitalized during the financial crisis.
04/19/2017
Conway Investment Research, LLC Gains Operational Control of Guggenheim Alternatives Platform
Our research team has many years of experience in sourcing, evaluating and selecting alternative investment strategies for institutional and individual investors.