06/07/2017
New Survey of Family Businesses Reveals Strengths and Challenges Ahead
Family business are key drivers of economic development, but taxes and regulations hinder growth
Comment, Analysis & Research
06/06/2017
HSBC ranks amongst top-three corporate citizens in Canada, tops 'women in leadership' ranking from Corporate Knights
HSBC is also the first company to be recognized as a top performer in gender diversity within the financial services sector, as part of a new Corporate Knights initiative to recognize leaders in this space.
06/06/2017
Survey Shows 90 Percent of 1st Global Affiliates Are Satisfied with Service, Support and Partnership
Semiannual Voice of the Advisor survey provides valuable intelligence on CPA wealth managers
06/05/2017
The Rise Of Self-Made, Super-Rich Women And Single-Family Offices
These women are not pushovers
06/05/2017
Financial Advisory Firms Struggle to Attract and Keep Young Talent
Demand is strong but wealth management firms are having trouble finding and keeping top performers, especially in the younger age bracket. A new report serves up some advice on changes the financial advisory industry can make to attract Millennials.
06/05/2017
Sallie Krawcheck: Why Corporate America Will Never ‘Get’ Diversity
Maybe the better results that come from increased gender diversity just aren’t enough to get men—who remain mostly in charge
06/04/2017
What Is Thematic Investing?
It centers on identifying the ideas and trends that are most likely to reshape the economy for years to come
06/02/2017
How To Invest In Chinese Startups Like A Pro
Chang is no stranger to early-stage investing.
06/01/2017
Global Investors representing $12 trillion condemn Trump decision
Global Investors representing $12 trillion condemn Trump decisionSustainable Investment Alliance Statement on US withdrawal[SH1] from the Paris Climate Agreement
05/31/2017
Unmotivated and irresponsible millennials? Not when it comes to finances, according to new study from RBC Wealth Management
High net worth millennials are proactive and curious about financial matters, the survey found.
05/31/2017
How Wells Fargo's Cutthroat Corporate Culture Allegedly Drove Bankers to Fraud
Most Americans have assumed their bank accounts are sacrosanct.
05/31/2017
Research reveals US expats don’t like tax rules for those working overseas
The survey from expat tax specialists Greenback, also found that 62% of expats reported that they did not owe any taxes last year or receive a refund. Under the FACTA rules introduced in 2010 all American taxpayers must file their foreign financial accoun
05/30/2017
Rise of the technophobe - education key to tech adoption, says HSBC
The HSBC research report, Trust in Technology, shows that technologies such as fingerprint recognition, voice recognition and robo-advice hold enormous potential for uses from bank security to mobile payments and investment advice, yet millions of people
05/30/2017
Rip-off banking fees are choking company flotations, warns OECD
The traditional model of hiring one bank for an initial public offering of shares has given way to a system of hiring a consortium of banks to underwrite the equity sale.
05/29/2017
Asset Management Fee Comtinue To Fall Across Asset Classes
The bfinance report “Investment Management Fees: New Savings, New Challenges” found that active global equity management fees have dropped by 8% since the 2010-2014 period as many big investors have embraced passive strategies, brought functio
05/29/2017
Active money management alive, but not everyone in on fun
Macquarie Investment Management also is seeing heavy inflows within its active strategies.
05/29/2017
Banks Eager For Artificial Intelligence, But Slow To Adopt
Disaster recovery is also critical and must be performed on premise
05/26/2017
Preqin: Billion Dollar Club Expands By Eight In Past Year, AUM By 6%
The Billion Dollar Club...has great influence over the industry
05/25/2017
Dismantling Public Pensions Could Blow $3 Trillion Hole in U.S. Personal Income over Next Decade, NCPERS Warns
Economic Growth Would Suffer if Pressure to Curb Pensions Continues Unchecked
05/25/2017
In green investment, it’s fight or flight
The funds pulled from errant companies are re-invested into other sectors that follow the same economic trends.