04/13/2017
U.S. Institutions Seek Private Capital to Enhance Returns
"The persistent low-return environment has led several institutions to cut their assumed rates of return," states Michele Giuditta, associate director at Cerulli.
Comment, Analysis & Research
04/12/2017
Trump’s tax holiday 'would help top US companies save $300bn'
Oxfam says corporations, using offshore havens, cheat poor nations of $100bn a year yet have pushed for bigger US tax breaks
04/12/2017
NBA Star Turns Team Player For High-Profile Clients
Dudley also urges advisors to attain wealth management qualifications if they are to advise high-profile clients
04/12/2017
Paul Singer’s son screws up, hits ‘Send’ on email to merger target
Elliott wants Akzo to consider a $26.3 billion dollar takeover bid from Pittsburgh
04/11/2017
Business and Academia Join Forces to Bolster Online Wealth Management Platform
Unlike traditional usability testing methods, Drexel implemented a unique approach by combining ergonomics with neuroergonomics using functional near-infrared spectroscopy (fNIRS) to measure brain activity.
04/11/2017
How Investment Managers Compare To Other Professionals In Profiting From Single-Family Offices
It is often worthwhile for external experts to critically match up their business models
04/11/2017
Citi tops global transaction banking ranks - Coalition
This business is a lot more resilient compared to investment banking
04/11/2017
Tax Havens Can Be Surprisingly Close to Home
Gabriel Zucman, an economist at the University of California, Berkeley, has estimated that as of 2013, about 10 percent of the world's financial wealth -- more than $6 trillion – was held in such locales.
04/11/2017
Alaska hires search firm to find new CIO for state retirement system
The department of revenue provides staff to the Alaska Retirement Management Board.
04/10/2017
OppenheimerFunds and Campden Wealth Publish Coming of Age Report
Study Looks at the Investment Behaviors of Ultra-High Net Worth Millennials
04/10/2017
Should a robot manage my money?
Don’t be automatically impressed by a manager’s high-performance numbers.
04/10/2017
How Investment Managers Compare To Other Professionals In Profiting From Single-Family Offices
More than ever the panoply of external experts is increasing as more and more of them seek to do business with single-family offices.
04/10/2017
Philanthropist dollars often come with strings attached
One thing that is changing is that its power relative to government is growing.
04/09/2017
Wall Street Made Charles Murphy Successful and Rich, but Happiness Eluded Him
After his apparent suicide, friends say the brilliant, commanding, sometimes abrasive banker suffered from depression—and grew despondent maintaining the charmed life he built for his family
04/08/2017
Inside OppenheimerFunds’ Elite Family-Offices Unit
A seminal UBS study in 2014 revealed that affluent millennials were keeping 52% of their portfolio in cash
04/08/2017
The Rise And Fall Of The Hedge Fund Billionaire
The hedge fund billionaire is in a fight for his figurative life.
04/08/2017
$20 Million for Rent? Why Even Luxury Brands Can’t Afford New York Anymore
Diesel and Juicy Couture have also closed stores on Fifth Avenue, with the former relocating to the nearby Madison Avenue.
04/07/2017
Half of Affluent Millennials Are Planning To Switch Advisory Firms
J.D. Power's U.S. Full Service Investor Satisfaction Study, now in its 15th year, measures overall investor satisfaction with wealth management firms.
04/07/2017
Reinventing Brazil's economy
He served two terms as Brazil's central bank governor.
04/07/2017
Equity Rally is Bad News for Bearish Hedge Funds
At the same time, though, stocks which expected equities to drop in this period are facing even more losses.