12/14/2015
Private Equity’s ‘Hidden’ Fees Totaled $20 Billion
An academic study pinpoints total amount charged to U.S. companies
Comment, Analysis & Research
12/14/2015
Wealth Adviser Daily Briefing: ‘Robo’ Advice Market is Exploding…But Does the Label Still Make Sense?
“Robo” financial-advice services are expected to manage an eye-popping $5 trillion to $7 trillion within a decade, up from under $100 billion today, reports WSJ.com’s Wealth Adviser, citing a recent study.
12/14/2015
Most Americans are no longer middle-class
Pew’s release comes on the heels of another study by the Institute for Policy Studies
12/14/2015
Advisor Compensation & Staffing Study
Study identifies profitability, productivity, and compensation trends of most successful advisory firms
12/13/2015
US corporate debt: a $1 trillion tragedy waiting to happen?
The weakest link comes to haunt investors as Fed readies a rate hike
12/13/2015
Why the Middle Class is Dying
The American middle class is dying... It's really just that simple.
12/13/2015
2016 Forecast for Stocks: More Gloom, More Volatility and Few Gains
Stock prognosticators by nature are an optimistic bunch, but not now.
12/13/2015
Wealthsimple founder is a ‘boring’ investor with a high-risk strategy
Wealthsimple founder Michael Katchen was barely a teenager when he discovered the ups and downs of investing.
12/12/2015
Banks trumpet bumper year of ‘elephant’ takeover deals
It looked like 2015 would break all merger and acquisition records – and it did
12/12/2015
This Secret Document Reveals One Big Bank's Crazy Marijuana Plans
A prospective investor who received the report last week recently shared it with Goldstein.
12/11/2015
Why J.P. Morgan, BAML and Citi think 2016 will be a GOOD year for surviving fixed income traders
Believe it or not, the big US banks are actually pretty upbeat about the prospects for their fixed income trading businesses next year.
12/11/2015
This Is a New Favorite Cause of the Super Rich
A new study on the habits of billionaire philanthropists.
12/11/2015
Product Silos Collapsing Into Singular UMA Platform
Sponsors no longer require a distinct product management team to think about the promotion, positioning, and pricing of each managed account product.
12/10/2015
Holidays offer chance to flaunt wealth – and alarming reminder of inequality
While the country’s richest are mulling over gifts like safaris and submarines, they are missing the threat that the wealth gap poses for the US as a whole
12/10/2015
Grab Your Wallet: RIA Buyers And Sellers Gear Up for Busy 2016
They see the average RIA growing at 15% plus in a minimally capital intensive business, and baby boomer demographics driving the need for financial and estate planning advice.
12/10/2015
US Tri-Party Reform Is Just The First Step In The Evolution Of Wholesale Funding Markets, According To New Joint BNY Mellon-PwC Study
The research clearly supports the conclusion that collateral connectivity is one of the most notable and identifiable long term trends in the repo market that firms should begin to understand and plan for now.
12/09/2015
Return of Value Investing on Rising Rates, Risks and Earnings - BofA Merrill Lynch Global Research
Glass Half-Full: Bullish on Stocks, Not Sectors
12/09/2015
Single Family Offices Report Private Equity is Outperforming Their Other Assets
Earlier this year, The Global Family Office Report 2015 found private equity to be the best performing asset class in single family office portfolios
12/09/2015
Proving Worth - OppenheimerFunds and Campden Research
The first study to examine the needs and intentions of the next generation of wealthy families in North America.
12/09/2015
America’s Billionaire Entrepreneurs Give Nearly US$180 Million In Lifetime, More Than Other UHNW Donor Groups
Wealth-X records more than 211,000 UHNW individuals globally with at least US$30 million in net assets.