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Comment, Analysis & Research

03/01/2017

Trump’s joint address: Investors should look over lack of detail

The lack of detail craved by the markets should not represent a major, longer-term obstacle to investors.

03/01/2017

U.S. Family Office Branches for Non-U.S. Families: The New Paradigm

That said, almost all family offices perform wealth management and investment functions on behalf of the family.

03/01/2017

JPMorgan CEO Dimon: Regulatory Reform 'Flashing Red to Green'

After Donald Trump's surprise election as U.S. president, banks' shares have soared, with J.P. Morgan's stock up nearly 30% since Nov. 8.

03/01/2017

Forbes and SHOOK Research Release Inaugural America's Top Women Wealth Advisors List

Finance isn’t an easy place for women to succeed.

03/01/2017

Has Passive Management Had Its Day?

Many investors have reaped the benefits of low-fee passive index investing, but can there be too much of a good thing?

03/01/2017

Lexington resident named Five Star Wealth Manager

He currently serves on the board of directors and as treasurer of Minuteman Senior Services.

03/01/2017

Global ultra-wealthy population grows in 2016 despite uncertainty

One key influence on income in 2016 has been the performance of stock markets in dollar terms.

02/28/2017

About Half of U.S. Advisors View RIA Business Model As More Appealing Post-DOL Conflict of Interest Rule

Mutual funds witnessed their first positive month of flows ($19.3 billion) since May 2016.

02/28/2017

One of the top hedge fund launches of the year has landed a big-name backer

Has been serving as a reference to investors for Melkman.

02/28/2017

Fintech in Canada: Will the disruptors be disrupted?

In Canada in 2016, the OSC unveiled its LaunchPad project, a fintech hub aimed at supporting new and early-stage fintech businesses.

02/28/2017

Futures flat ahead of Trump's address to Congress

Markets could be influenced by a clutch of data including the second estimate for fourth-quarter gross domestic product

02/28/2017

A Man's World: The Gender Pay Gap In Famly Offfices

Further analysis can look at whether this effect holds in other top positions

02/27/2017

What currency fluctuations mean to an investor’s portfolio

At the start of 2014, it cost approximately $1.35 to convert U.S. currency to one euro

02/27/2017

Warren Buffett upbeat on US business growth

Mr Buffett, who supported Democratic candidate Hillary Clinton in the US presidential election, did not address Donald Trump's policies.

02/27/2017

Private equity losing out to strategic buyers

Buyout groups’ share of dealmaking falls to lowest since 2009, research shows

02/27/2017

Why Some Of The Most Successful Lawyers Are Helping Clients Find New Business Opportunities

Most lawyers are reactive in that they analyze a situation and provide courses of action – again, usually with the objective of mitigating risk.

02/27/2017

Why More And More Single-Family Offices Are Investing In Bitcoin

While bitcoins are used as currency to purchase services and products, they are also a potential asset class.

02/27/2017

Warren Buffett: Vanguard founder is my ‘hero’

Bogle's fight against this regime should get much greater recognition, Buffett believes.

02/27/2017

Global Fintech Investment declined in 2016- KPMG report

Three Chinese mega-rounds buoyed global fintech funding significantly, led by the Q2’16 Ant Financial record-setting US$4.5 B funding round.

02/24/2017

Credit Suisse’s Israeli Desk in New Tax Evasion Probe

The investigation focuses on the bank’s Israeli desk, which has hundreds of clients.

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