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Comment, Analysis & Research

01/04/2016

How Millionaires Protect Their Wealth (And What You Can Learn from Them)

When most people use the phrase, they're talking about relying too heavily on one person, plan or system.

01/04/2016

Is Greater Financial Inequality Inevitable?

There have been a number of solutions put forth with many of them addressing how to best tax the wealthy.

01/03/2016

Slowing growth, rising interest rates put damper on market expectations for 2016

Higher interest rates will be a drag on growth, but borrowing costs still remain low.

01/03/2016

Dominant New York corporate law firms increase market share

Skadden advised on an unprecedented $1.14tn in deals in 2015, nearly a quarter of all global deals announced this year

12/31/2015

Survey: Goldman, JPMorgan Likely To Benefit The Most From Fintech Disruption

85% of the 150 executives and investors expect selected disruption or a mix of winners and losers, while 14% think that banks face a significant threat

12/31/2015

Nightmare Is Not Over As Credit Fund Outflows Continue

Equity funds continued to receive inflows while long-only commodity funds saw a continued contraction as did emerging market debt funds.

12/31/2015

These Charts Show the Astounding Rise in Passive Management

This year brought a lot of good news for those in passive management.

12/31/2015

How Advisors Can Best Serve ‘Modern’ Families

Allianz paper shows needs of traditional and other family groupings

12/30/2015

There are officially more people doing their weekly banking via mobile phones than branches

Users aren’t just turning to mobile apps and browsers for handling simple services like checking their balance, either.

12/30/2015

PAM AWARDS 2016: Mack International Receives 4th Nomination for Best Family Office Consulting Firm

Mack International has been named a finalist for the 2016 Private Asset Management Award for Best Family Office Consulting Firm for a fourth consecutive year.

12/30/2015

Banking brief: Recap of MBA’s Independent Mortgage Bankers Conference

The conference demonstrated the critical importance of maintaining rigorous processes designed to maximize compliance

12/30/2015

Investor Confidence Rises in December by 1.0 Point to 108.3

By contrast, the North American ICI decreased by 5.9 points to 106.6.

12/29/2015

The Tycoon Secret: Patience and Value

And that characteristic is a patient and persistent attention to the price.

12/29/2015

Blockchain Technology To Revolutionize Banking System

The technology has potential applications much beyond the digital currency – it can track the exchange of anything else that carries value such as stocks, bonds, securities and much more.

12/29/2015

SEI Survey Reveals Financial Advisors' Top 2016 New Year's Resolutions

Robo-Advisor Technology and Impending DOL Regulations Not a Primary Focus for 2016

12/29/2015

PIMCO Releases Its First Global Defined Contribution Survey

Top Priorities for Plan Sponsors Included Encouraging Investment Products That Can Be Used Globally

12/28/2015

What central bankers really wanted for Christmas

That might not be so bad, until you consider that's down from 2.9 percent the previous quarter.

12/24/2015

Moody’s Honored with Top Industry Awards Throughout 2015

Moody’s Investors Service was awarded for the quality of its credit analysis and Moody’s Analytics was similarly acknowledged for its broad range of financial risk solutions.

12/23/2015

A Third of Banks and Payment Services Fail To Provide a Secure Connection for All Online Payments

The IT Security Risks Survey 2015, conducted by Kaspersky Lab and B2B International, involved more than 5,500 company representatives, including 131 banks' and payment services' representatives, from 26 countries.

12/23/2015

Objectway Platform Stays Ahead of Wealth Management Technology Trends

The most recent incarnation of the company’s digital solutions, showcased at the London event, is on the cusp of these latest technology trends and closely aligned with wealth management priorities

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