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Comment, Analysis & Research

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.

12/14/2015

Private Equity’s ‘Hidden’ Fees Totaled $20 Billion

An academic study pinpoints total amount charged to U.S. companies

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.

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