12/16/2016
M&A trends report 2016, year-end edition
In the midst of accelerated mergers and acquisitions (M&A) activity at the end of 2016, we asked 1,000 corporate and private equity investors what to expect in the year ahead.
12/16/2016
The hefty fine levied against UBS due to its failure to report, or incorrect reporting, of an estimated 7.59 million over-the-counter options positions from 2010 to 2015, is just one example of this strict enforcement in action.
12/15/2016
Nearly Half of Insurers Feel DOL Conflict of Interest Rule Would Positively Impact Sales of Fee-Based Annuities
Insurers' responses to new the regulatory landscape will significantly impact the future of VA and FIA sales. "In order to ensure future relevance, insurers must examine both the pricing and positioning of their products," explains Donnie E
12/15/2016
John Hancock Investments expands its sustainable investment lineup, launching two new ESG funds
The new funds, which offer exposure to the fixed-income and international equity markets, complement John Hancock Investments' existing U.S. equity-focused ESG funds.
12/15/2016
Wealth Adviser Daily Briefing: Answering Clients’ Rising-Rate Questions
Curated news and analysis for wealth advisers and their clients from WSJ reporters and columnists and beyond
12/15/2016
How J.P. Morgan stole 90% of the MRF market
J.P. Morgan Asset Management quietly captured nearly all of the China-Hong Kong Mutual Recognition of Funds market.
12/14/2016
Volatility top concern for global institutional investors in 2017 – survey
Institutional investors preferred active management over passive
12/14/2016
Major Giving Reaches an All-Time High
Ultra-Wealthy Individuals Donate Nearly US$30 million Over the Course of Their Lifetimes
12/14/2016
Fidelity customers can also obtain more information at the Fidelity Planning & Guidance Center.
12/14/2016
Investors hike allocation to banks as global growth optimism grows
Investor expectations of global growth have jumped to 19-month high, says a BofAML survey
12/14/2016
Saving for a “rainy day.” Eleven percent put the money in an emergency fund.
12/13/2016
Even the boom in Chinese acquisitions offshore isn't a clear-cut winner, although Wall Street does still reign when it comes to advising Chinese corporations
12/13/2016
When asked to rate the most important traits to consider when selecting an ETF.
12/13/2016
Cerulli expects that advisors will increasingly turn to fiduciary outsourcing providers
12/12/2016
The majority of international investors intend to invest less in the UK as a result of the Brexit vote
12/12/2016
2017 will see an end to regulatory leniency for Fintechs as the bell rings on play time
12/12/2016
By playing at the boundaries of accounting standards, the US energy trader was able to hide its losses off balance sheet and continue to operate when it was in effect already bust.
12/12/2016
Trump’s cabinet appointments have furthered the sense that his presidency will be good for big finance
12/12/2016
Near this time last year, the median year-end forecast for the benchmark S&P 500 index was 2,178 according to Bloomberg.
12/12/2016
NDP Housing Critic David Eby says the report’s findings are sparking more money laundering fears.