09/13/2017
How a change of address can save HNW clients millions
Karam sees technologies allowing for virtual meetings and telework, along with the absence of estate and income taxes
Comment, Analysis & Research
09/12/2017
Family Offices 2017: the quest for yield pays off
Nearly half of family offices are not prepared for wealth transfer says UBS research
09/12/2017
Wall Street is facing a gloomy reality
But high hopes have since been reined back in.
09/12/2017
New ABA Survey: Majority of Consumers Highly Satisfied with Their Bank
“America’s banks have embraced a customer-centric model that emphasizes streamlined and user-friendly experiences,” said ABA SVP Nessa Feddis.
09/11/2017
10% of US households could be millionaires by 2021
The report also includes information on the investment habits and behaviors of investors in all of the designated wealth segments.
09/11/2017
US millionaire investor confidence dips for first time since May - survey
The Spectrem Household Outlook, which measures long-term confidence in four financial factors that impact a household’s daily economic life, saw non-Millionaires with a higher confidence rating than Millionaires.
09/11/2017
Family offices go commercial
This impartiality is the essence of why many UHNWIs use family offices.
09/11/2017
State Street Study Reveals Asset Owners’ Increasing Appetite for Illiquid Assets is Driving Interest in Co-Investment
The study also reveals that over the next 12 months asset owners are planning to increase their exposure to these illiquid assets.
09/08/2017
Get ready for more single women clients
There is every reason to expect that this number will continue to rise.
09/08/2017
Climate Change Issues for Management
Task Force on Climate-Related Financial Disclosures Releases Final Recommendations Report
09/07/2017
Organizations Deploying Artificial Intelligence Are Creating Jobs and Increasing Sales
Capgemini's Digital Transformation Institute research provides insights on the opportunities and benefits of artificial intelligence for organizations.
09/07/2017
Canadians are the wealthiest they’ve ever been
This fiscal snapshot emerged from data in WealthScapes 2017
09/07/2017
Are you going to one of the world’s top millionaire-making schools this September?
The results may not be that surprising
09/07/2017
TD Only Canadian Bank listed on the DJSI World Index
Dow Jones Sustainability Indices have once again listed the world's most sustainable companies
09/06/2017
Alternative Assets Industry Hits Record Size in 2016
Private equity funds represent the largest proportion at $2.58tn
09/06/2017
Inheriting the Single-Family Office
In a survey of 124 senior executives in 1st generation single-family offices, nearly all of them intend to pass the single-family office to heirs.
09/06/2017
Blockchain Is IBM’s ‘Best Hope for Recovery’: UBS
The bank says IBM has already employed blockchain in its 1250,000-client global financing unit.
09/06/2017
'Insurtech' should help lower premiums: AIG chief
Duperreault says underwriters now must become data scientists too
09/05/2017
Don’t Ignore the Warning Signs by Gary Dugan
Maybe it's in human nature to hope for the best, but a good investor should always assess the risks to the rosy scenario.
09/05/2017
When the Rich Said No to Getting Richer
Romney didn’t try to make every dollar he could, or anywhere close to it.