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Comment, Analysis & Research

01/27/2016

J.P. Morgan’s Jamie Dimon joins the ex-billionaires club

Globally, 145 people, or 8% of all billionaires, over the past eight months have fallen from the 10-figure level.

01/27/2016

Financial Institutions defends itself amid shareholder scrutiny

In a statement released this week, the parent company of Five Star Bank said it has “experienced robust growth” in the nearly three years since Martin Birmingham was appointed president and CEO.

01/26/2016

BofA Cuts Pound Outlook as Deutsche AM Sees Sword of Damocles

The vote is a “sword of Damocles” hanging over the pound and deterring investors

01/26/2016

Keeping the dividends: why banks must spend spare cash on technology

Bank shareholders disappointed by poor dividend returns in recent years are set for further anguish

01/25/2016

The Biggest Myths About The Global Ultra Wealthy

Wealth-X data dispels the biggest myths around the ultra wealthy population's net worth, education, giving and luxury assets.

01/25/2016

Millennials and their employers: Can this relationship be saved?

Business as a force for good. Millennials continue to hold business in high regard; three-quarters (73 percent) maintain that it has a positive impact on wider society.

01/25/2016

Managers burned by plunging price of oil

Energy-rich sovereign wealth funds pull money from firms as value of crude decreases

01/22/2016

Where will the world’s millionaires invest in 2016?

A Spectrem study shows where wealthy investors are investing their money currently.

01/22/2016

Why 223-Year-Old State Street Is Trying To Think Like Silicon Valley

On a brisk October afternoon in Boston the second floor of State Street’s Channel Center office is swarming with a mix of executives, investors and entrepreneurs who think they have the next great idea for financial services.

01/22/2016

How Boomer Parents Feel About Leaving Inheritances

One thing most of the parents had in common: They’re afraid of running out of money.

01/21/2016

Investors dash to cash, reports latest fund managers’ survey

Investors remain overweight equities and underweight bonds, and stubbornly long tech, eurozone and Japanese stocks assets now most vulnerable to a redemption/recession shakedown

01/21/2016

Bank Of America And Amex Tap Into Millennial Financial Behaviors

Additionally, coming of age and entering the work force in 2008 at the peak of the Great Recession drastically affected the Millennial perception of money management.

01/21/2016

SCHRODERS - China, oil and the Fed: what they mean for Emerging Market Debt Relative in 2016

China: not the black hole that some investors believe

01/20/2016

BNY Mellon White Paper Examines the Increasing Challenges and Potential False Sense of Security around Enterprise Risk Data Assumptions

The new role requires a significant amount of data to allow investment risks to be evaluated across all asset classes.

01/19/2016

Wealth management compensation: What U.S. financial advisers get paid

Advisers typically charge clients a fee anywhere from 1% to 1.5% on assets under management.

01/19/2016

Meet The Chinese American Bank That Wants To Become Wells Fargo

Ng, who handpicked the artwork, is proud of this collaboration with well-known Chinese contemporary artist Xu Bing.

01/18/2016

Fidelity Study: Impact Investing Takes Hold

A Fidelity survey of high-net-worth clients suggests that impact investing is growing rapidly

01/18/2016

Customer Engagement with American Affluents Achieved through Loyalty Program Design

Loyalty programs can serve as an incredibly effective method of customer retention, and engaging high-value consumers creates a significant impact on profitability.

01/18/2016

End the era of tax havens, says Oxfam

An Economy for the 1%

01/15/2016

4 Best-Rated BlackRock Mutual Funds

BlackRock Equity Dividend Investor A ( MDDVX ) seeks total return and current income over the long run.

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