12/22/2015
How The Ultra Wealthy Are Helping Amid The Refugee Crisis
This group gave $2.7 billion to help refugees and migrants last year.
Comment, Analysis & Research
12/22/2015
It isn't easy staying a billionaire. Here's why
Hanneman's comma trauma makes for great comedy. But it turns out, falling out of the billionaire club is surprisingly common.
12/21/2015
What Financial Advice are Ultra High Net Worth Investors Seeking?
Ultra High Net Worth investors consider "peace of mind" to be one of the primary benefits of working with a financial advisor.
12/21/2015
How Much Oil Is Needed To Power Santa’s Sleigh? by By Michael McDonald of Oilprice.com
Well the answer is complicated by a number of factors most importantly, we just don’t know a lot of about Santa’s rounds, the shape of the sleigh, the air speed of the craft, or the weight of all those presents. But, we can take some educated
12/21/2015
Top Wealth Management Industry Trends for 2016
Significant Changes in FinTech, Behavioral Finance and Compliance Requirements Among Likely Developments in 2016
12/21/2015
Manulife Asset Management Shares Investment Insights in "Global Intelligence: The Year Ahead"
These drivers are all characterized by the ideas that we live in an age of oversupply and that central bankers are the only policymakers currently poised to provide enough stimulus to significantly try to generate demand
12/18/2015
Get ready for the tech IPO comeback
Presented with an abundance of funding in the private markets and a volatile stock market that made closing IPOs much harder
12/17/2015
Merrill Lynch Is High On Marijuana
They’re your centers of influence, but are lawyers and their firms also a weak link when it comes to protecting your clients from cyber attacks?
12/17/2015
Cash-Outs and Loan Defaults Responsible for More Than $80 Billion in Lost Retirement Assets in 2014
Limiting these leaks is of the utmost importance to participants and the retirement industry.
12/17/2015
A Year in Review for Royal Bank of Canada
Royal Bank had a stellar year across many metrics
12/17/2015
More Canadians are giving money to family and charity while still alive
As they have become more successful in their careers – and confident in their retirement plans – Mr. Dick and Ms. Friesen are increasingly focused on giving back to their community
12/17/2015
When Your Trusted Accountant Doesn’t Cut It
It’s an all too familiar problem and a recipe for disaster
12/15/2015
Banking's 'Uber moment' is already happening -- 100,000 bankers lost their jobs in 2015
The analysis comes just weeks after Antony Jenkins, who until July was CEO of Barclays, warned in a speech that up to 50% of banking jobs could be replaced by apps and algorithms over the next 10 years.
12/15/2015
First Place | Satori Capital
Reinforcing the right values and recognizing employees for their dedicated vision
12/15/2015
HSBC 'considering Toronto' for headquarters in review of domicile
Hong Kong has been touted as the most likely alternative to current base London
12/15/2015
Lessons From The Former Ultra-Rich
While the reasons for the drop differed, the New York Times says many were cases of having too much money tied in one investment and too little in a liquid investment like cash.
12/15/2015
Once a billionaire, not always a billionaire
The report examined the differences between billionaires’ wealth creation, preservation and philanthropic practices across the U.S., Europe and Asia.
12/15/2015
BofA Merrill Lynch Fund Manager Survey Finds Majority of Investors Expect Three or More U.S. Rate Hikes in Coming Year
A majority (58 percent) of global investors expect the U.S. Federal Reserve (Fed) to raise rates three times or more in the coming 12 months, according to the BofA Merrill Lynch Fund Manager Survey for December.
12/15/2015
This NYC Startup has Gathered $1.5B in Assets… What Have You Done This Year?
When a company has gathered $1.5B in assets and has created over 30,000 accounts that could be all the help you need in deciding.
12/15/2015
New Merrill Lynch head of South Atlantic region reflects on career; advises young people to take diverse opportunities
He’s worked for the wealth manager around the country and was promoted to managing director and South Atlantic division executive of the firm this fall.