10/05/2015
One-in-Three Americans afraid of losing their independent in Retirement:BMO Weaalth Institute report
Fifty-nine percent of Americans plan to fund long-term care needs with their own savings
Comment, Analysis & Research
10/04/2015
Sound Advice: Inheriting a 401k
Once inherited, you have a number of options, with each having rules that affect your taxes and situation differently.
10/03/2015
Wealth of America’s super-rich grows to $2.34 trillion
The total wealth of the richest 400 Americans managed to reach new heights even while financial markets have been roiled by tumultuous swings.
10/02/2015
Bernanke, in new memoir, recalls Lehman's 'surreal' failure
Top executives of major banks took part in the marathon talks with regulators.
10/02/2015
The influence of monetary policy on bank profitability
This paper investigates how monetary policy affects bank profitability. We use data for 109 large international banks headquartered in 14 major advanced economies for the period 1995-2012.
10/02/2015
Fiduciary Fears Support Low Cost Passive Products
As such, the industry's focus on reducing fees supports continued flows into low-cost, passive products.
10/02/2015
Why goals-based wealth management has yet to reach its full potential
Current adviser technology needs to be pushed to its limits to help goals-based planning take off
10/01/2015
That Other Time Trump Fought Forbes Over His Net Worth
Trump isn’t happy about Forbes estimating his net worth at less than half the $10 billion he claims, but it’s not the first time Trump and the magazine have battled over the size of his personal fortune.
10/01/2015
How to Calculate Your Net Worth
Net worth is important to know because it’s an important gauge of your financial stability.
10/01/2015
Hedge Fund Marketing To Independent RIA Firms
The good news for the hedge fund portfolio manager is that these firms exist.
10/01/2015
Wealth Management: Planning for your child's future education
There are many options for parents to exercise now
10/01/2015
Area wealth manager featured in Forbes
In his contribution, Mullis discussed the state of the market and important things individual investors should keep in mind.
10/01/2015
Make Your Client Relationship Personal and Keep It Compliant
Cultivating a long lasting client bond is crucial to both the longevity of the relationship and future generations.
10/01/2015
Wall Street expects a bonus bonanza for M&A bankers in 2015
Managing directors have typically worked on Wall Street for about 10 years.
10/01/2015
How to get accelerated offers from Goldman Sachs, J.P. Morgan and others
Recruiting full time graduates through summer internships is nothing new in investment banking.
10/01/2015
Why Citigroup should ditch retail banking: Bove
Citigroup has tried retail banking under a variety of CEOs in a variety of markets
10/01/2015
More than half of large insurers to increase use of cloud and co-sourcing services over next five years finds SS&C survey
Technology is key in improving performance measurement, risk analysis and investment management across broader and more complex asset classes
10/01/2015
Asset Protection Planning Increasingly Appeals To The Ultra-Wealthy
There are three main reasons for the greater attention and resources the ultra-wealthy are committing to asset protection planning.
10/01/2015
The future of wealth management: technology, regulation, millennials, and women
It’s still uncertain how to best cater to and work with millennials on wealth management.
10/01/2015
Ultra Wealthy Buying Homes Globally for Investment Diversification, Gain Citizenship
According to a study by Wealth-X and the Sotheby's International Realty, a growing number of ultra-high net worth individuals view homes as 'opportunity gateways