05/02/2017
How To Make Family Philanthropy Work When Generations Collide
He skipped the foundation and donated directly instead.
Comment, Analysis & Research
05/02/2017
Trump considers breaking up Wall Street’s big banks
Trump’s comments could give a push to efforts to revive the Depression-era Glass-Steagall law that separated commercial lending from investment banking
05/02/2017
Billionaire hedge fund manager Ken Griffin: 'My fantasy' is to break up the banks
Around midday, Trump said in an interview with Bloomberg News that he is considering breaking up Wall Street's giant banks. "I'm looking at that right now," he told the news organization.
05/02/2017
I Never Knew How Screwed Up Global Banking Was Until I Started My Own Bank
The deeper I went, the more overwhelming my discoveries of how shockingly inept, obsolete, and out of touch the industry is.
05/01/2017
Cerulli Finds Six Emerging Factors Shaping U.S. Financial Advisor Recruitment
Having their own platforms allows advisors to leverage them while an advisor holds a separate and independent RIA.
05/01/2017
The New Gilded Age in Philanthropy
He is the founder and editor of the website Inside Philanthropy, which tracks the world of giving and a surprising number of wealthy philanthropists have spoken to him candidly about their charitable efforts.
05/01/2017
Foundation executives dive into value of impact investing at Milken conference panel
Mr. Walker said the New York-based foundation had an approximate 9% investment return in the last year
04/27/2017
What’s Different About the New Philanthropists?
It’s a good question, and one not easy to answer in simple terms.
04/27/2017
U.S. Subadvisory Sponsors Value Transparency into Investment Process and Firm Business Operations
"Transparency into the investment process is vital to sponsors when they are evaluating potential subadvisor partners," explains Jack Tamposi
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.
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