09/15/2015
Investors in P2P platforms view credit rating, risk, and return differently than do banks, and platforms have more diverse funding resources, lower interest rates, and higher returns.
09/14/2015
Looking at the returns of the S&P 500 equal-weight index since 2003, and they match the returns on the S&P 400 mid-cap index.
09/13/2015
The market is more predatory than it was before because of all these algorithms
09/13/2015
The resiliency the market has shown is a clear indication of its continued underlying strength.
09/13/2015
His skills are undeniable -- and yet even the greats in this game know that skills fade.
09/11/2015
High-net-worth clients have strong expectations
09/11/2015
Alaskans’ annual payout is based on the average earnings the fund generated
09/11/2015
Institutions have a heightened awareness of mitigating risks and getting more for their management fee dollar.
09/10/2015
Ninety-four percent of high-net-worth investors regionally, including in Fairfield County, said health care costs were their top concern.
09/10/2015
John Hailer says the federal government should not mandate a preference for passive index funds
09/09/2015
"The channel's most promising trends include: client-centric advisory models, integrating wealth management platforms, consolidating research teams and portfolio construction processes, and centralizing fee discounting decisions," Ethier ex
09/09/2015
No Consensus on Whether Rate Hike Good or Bad for Economy
09/09/2015
The rich are different, we are told. So what does a typical billionaire look like?
09/09/2015
The large majority of these concerns stems from the simple fact that the baby boomer generation is now in the empty-nesting period and looking ahead at its retirement plans
09/09/2015
The poll includes people who have “investable” assets of $100,000 or more.
09/07/2015
The CFPB handled more than 677,000 complaints from December 2011 to August 2015.
09/03/2015
In many ways, the United States is one of the safest domiciles for private wealth.
09/03/2015
A third version of foreign money coming into the United States is when most everything is moved over
09/03/2015
As Labor Day weekend approaches, a tanned and rested Congress is poised to return to Washington to hash out corporate tax changes.
09/03/2015
That’s bad news if you’re say, a senior person at a bank with high and inflexible costs.