08/14/2015
Working with Same-Sex Couples No Longer a 'Niche'
The legalization of gay marriage in the U.S. encompasses sweeping social change.
Comment, Analysis & Research
08/14/2015
Why Institutional Investors Are Dominating Small Business Lending
Institutional investors operate with fewer government regulations than banks do
08/13/2015
Research Analysts and CIOs Embedded in Advisory Practices are Important Centers of Influence
Advisors can instead redirect their time to client-facing activities if they are better enabled to outsource certain tasks
08/12/2015
Head to head: how do UK and US family offices compare?
Both in the US and the UK the term 'family office' is as ubiquitous as it is contentious.
08/12/2015
Investors Need Faith Along With Their Downside Protection
It’s never clear when a market downturn will occur; there’s only the certainty that it will
08/11/2015
10 healthiest (and most affordable) places to retire
So it makes sense for retirees to pick somewhere they can live the healthiest life possible.
08/11/2015
Complementing the Human Touch
There has been an explosive increase in the attention devoted to the evolving role of technology within the realm of retail investor relationships
08/11/2015
Family Office Primer
A growing trend in the United States is for the family office to have very broad coverage
08/11/2015
Bronfman E.L. Rothschild Acquires Highline Wealth Management
Both firms are taking advantage of ongoing industry consolidation.
08/11/2015
Compliance becomes a core competence for financial firms - CCS
A new survey of financial services professionals conducted by Cipperman Compliance Services reveals that asset managers, broker-dealers, and other firms are embracing compliance as a core function of their business
08/11/2015
How The Obama Administration Is Helping Big Bank Felons
So much for that tough talk about holding Wall Street accountable for its crimes.
08/11/2015
The Sorry State of Women in the Mutual Fund Industry
Women manage a small percentage of mutual funds, but the growing wealth of American women may force firms to hire more women to make their funds more attractive to female investors.
08/11/2015
JD.com Billionaire Chairman's Wealth Drops On Alibaba-Suning Deal
The decline in JD’s shares price cut more than $500 million from Liu’s wealth yesterday
08/10/2015
The Top 10 lies told on Wall Street
It's not easy. If you trust everyone on Wall Street you won't be successful
08/10/2015
Why It Matters that America’s Biggest Banks Are Smaller than China’s
The evolution of the U.S. bank industry has capped the size of U.S. banks while their overseas counterparts are free to grow at will.
08/07/2015
Mildly Rich People Problems
Private schools for the ultra-wealthy keep getting more opulent. Is it a problem if the somewhat wealthy feel left behind?
08/07/2015
What we can learn from women-led funds that outperform
Studies show that women tend to be less overconfident, have a flatter probability weighting curve and may do a better job of matching expected outcomes with actual outcomes
08/07/2015
There's Nothing Traditional About Families' Financial Needs
That is just about the same percentage as “traditional” families -- including a heterosexual couple with children 35%.
08/07/2015
Best Paying Banks For Associates In 2015 – Where You Want To Work
JP Morgan pays both the highest average salary at £94,000, and the highest average bonus of £61,500, meaning Associates take home a total of £155,500.
08/07/2015
Global Oil Supply More Fragile Than You Think By Nick Cunningham of Oilprice.com
The growing acceptance that oil prices could stay lower for longer will kick off a fresh round of cuts in spending and workforces for the oil industry.