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Comment, Analysis & Research

02/20/2017

Adam Torres launches Centuty city Wealth Management

He holds the Certified Financial Planner and Accredited Asset Management Specialist designations.

02/20/2017

What Is A Perpetual Tourist? (How Never To Pay Personal Taxes)

The perpetual tourist has citizenship in a jurisdiction that does not tax monies earned outside the country.

02/19/2017

The man on a mission to free the banks of their shackles

Dallara said the swing towards more regulation was "a swing towards regulation because the regulators themselves lost trust in their own capacity to supervise".

02/17/2017

Slow growth in wealth management forcing small banks to make tough choices

Wealth management income at banks with $20 billion or less in assets rose by 2.9% last year

02/17/2017

Merrill Lynch Study Finds New Retirement Realities Usher in Opportunities and Challenges

The study also explores a vast range of lifestyle and financial trade-offs and course corrections people would be willing to make to help achieve a more financially secure future.

02/17/2017

Back event-driven bets in 2017

This is while around two-thirds posted negative risk-adjusted returns.

02/17/2017

Chinese Firm HNA Eyes More ‘Scaramucci Like’ Asset Management Acquisitions

As for HNA’s interest in SkyBridge, Guang said it had nothing to do with Scaramucci’s role as a prominent supporter of President Trump, or the possibility the SkyBridge founder might land a White House job.

02/16/2017

Key Private Bank poll finds Millennials playing bigger role in financial planning

The survey also found that 77 percent of financial conversations take place once a year.

02/16/2017

Rich investors move into cash, blaming Trump for equity market heebie-jeebies

The perception is that there are a lot of risks out there and a lot of uncertainty.

02/16/2017

Wall Street's trading revival risks relapse as volatility ebbs

That's in large part because some Trump-inspired market trends, such as higher bond yields and a stronger US dollar, have faltered.

02/16/2017

Prudential: Union attitudes changing for millennials, survey finds

The survey reveals the delicate balancing act that unions will have to navigate in meeting the changing needs of their members

02/16/2017

More Millionaires, Bigger Wealth Divide, Finds Annual Phoenix Marketing International Wealth and Affluent Monitor

The vast majority of these losses were among the lower mass affluent segment.

02/16/2017

A.M. Best Briefing: Shifting Tides in Global Regulation Present Challenges, Opportunities for Reinsurers

A.M. Best will continue to communicate with companies as they navigate the complexities of the regulatory landscape.

02/15/2017

Chinese banks are hiring on Wall Street, but there’s a catch

The latter recently opened a new office on 6th Ave. in Midtown Manhattan.

02/15/2017

Emerging market debt investors brace for ‘Trump slump’

President’s actions will have knock-on effect for corporate borrowers globally

02/15/2017

No worry for EMs amid global growth, firmer dollar

US dollar is strengthening and global growth is also picking up.

02/15/2017

Aegon debunks 4% income rule

A joint venture between Aegon and actuarial firm EValue.

02/15/2017

Fund Managers Bullish on Economy, Markets

Nearly a quarter of survey respondents project “above-trend” growth and inflation over the next year.

02/15/2017

This Wall Street veteran is changing the conversation about women, and men, investing

The Power of Women at Work.

02/15/2017

Majority of big investors disappointed by hedge fund returns

Despite frustration, nearly nine out of 10 plan to increase or maintain allocation

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