05/16/2017
Preserving Wealth By Defining A Legacy - The Role Of Family Historians
Live a life worth remembering, but don’t forget to commemorate it.
Comment, Analysis & Research
05/15/2017
Passive aggressive behaviour by Tim Price
Don’t get us wrong – we like low fees as much as the next person.
05/15/2017
How Technology Can Solve America’s Twin Pension Crises
Innovations in the financial technology sector can help us meet both of these challenges — if we make smart policy changes.
05/14/2017
Active fund fees remained high over past decade
Competition from index trackers has not lowered costs for investors
05/14/2017
How Big-Donor Philanthropists Can Get Results
The Bridgespan Group reports that very few philanthropists are facilitating the social change they want.
05/11/2017
CIBC Asset Manager Lifts Home Capital Stake as Others Sell
Home Capital fell 4 percent to C$8.49 at 2:30 p.m. in Toronto
05/11/2017
SS&C GlobeOp Hedge Fund Performance Index
April performance 0.43%; Capital Movement Index: May net flows advance 0.44%
05/11/2017
Minority Protections and Exit Options for Family Offices Considering Direct Private Investments | Publications
Normally, liquidation preferences are set at the rate of the initial investment
05/11/2017
A Last Hurrah for Bonuses
This won't be enough to reverse a near-40 percent drop in investment-banking compensation since 2009, but it's certainly a happy change after years of culling staff.
05/11/2017
RBC's EM chief eyes frontier markets
Langham warned that investors needed to be aware of potential risks which included lower levels of corporate governance and dependency on commodities.
05/11/2017
Global Venture Capital Overview | Private Equity Spotlight - May 2017
Also this month, we look at the latest mid-market buyout industry statistics
05/11/2017
Crucial Elements in Wealth Management: Simplicity and Transparency
More than products or models, financial advice is about helping clients reach their goals
05/11/2017
Tiffany & Co. Makes Its Point: Presidents Come and Go, But Diamonds are Forever
Tiffany crossed the line into politics — a rare move for the company
05/11/2017
Technologists in investment banks: needed, not loved
Investment banks like to say that they’re now technology companies.
05/10/2017
DoubleLine's Gundlach Suggests Buying Emerging Markets ETF
Jeffrey Gundlach does not see a lot of upside to U.S. stocks past the middle of the year.
05/10/2017
New Wealth Survey Finds Family Leaders Reluctant to Share Inheritance Details to Avoid Demotivating Heirs
Majority of inheritors do not significantly change lifestyles after windfall, but wealth holder fears are not unfounded.
05/10/2017
TIAA-CREF Trust Company, FSB Adopts SEI Wealth Platform
We look forward to working alongside SEI to deliver new opportunities to our employees and the best possible client experience.
05/09/2017
Investment banks continue to lose ground in capital markets industry
The report notes that value migration, by which revenues shift from investment banks to the wider industry, continued.
05/09/2017
Can Robos Help with Consultants’ Fiduciary Tasks?
An advisor working with retirement plans needs to zero in on the two main fiduciary duties of loyalty and care.
05/09/2017
China woes resulting in capital flight to US
It is part of a new crop of asset-management firms expanding China's reach on Wall Street as money has poured into the US from the world's second-biggest economy.