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Comment, Analysis & Research

12/29/2014

A No Man’s Land of Wealth Management

Over a few rounds of Christmas cheer, we were discussing the many ways traditional advisers help their clients.

12/29/2014

Manulife’s focus on wealth called ‘positive’ for invest

Manulife said the New York Life transaction will be only modestly accretive to core return on equity in the medium term, with no material short-term impact to core earnings per share.

12/29/2014

Banking industry is on course for 'next collapse'

Double entry accounting helped give birth to banking as did trade. A method to exchange credit for purchases for business was needed.

12/29/2014

Wells Fargo: Focus On Wealth, Brokerage And Retirement Continues To Pay Dividends

Wells Fargo Wealth, Brokerage and Retirement operating segment is one the largest wealth managers within the United States.

12/28/2014

The 25 Best Skiers On Wall Street

We’ve also found some younger skiers who are heading to Wall Street when they’re finished with school.

12/28/2014

JPMorgan Embraces 'The World's Dumbest Idea'

We believe customers are number one. Employees number two. Shareholders number three

12/27/2014

U.S. Economic Growth Is Strongest Since 2003

The U.S. economy posted its strongest growth in 11 years during the third quarter, supported by robust consumer spending and business investment.

12/27/2014

Survey ranks financial services firm Edward Jones tops in online client account information and mobile apps

The magazine randomly selects financial advisors nationwide and asks them to rank their firms in various categories.

12/27/2014

Caribbean resorts lure private equity as Canadian banks retreat

Struggling with some of the heaviest debt burdens in the world, Caribbean governments are seeking to take advantage of rebounding tourism as the U.S. economy recovers.

12/26/2014

Why you should care who backs your Houston financial adviser

When you consider a financial adviser, you're no fool.

12/26/2014

Wealth Management Tools for the Not-So-Wealthy

Betterment, Wealthfront and Acorns are a few tools for rookie investors to start building wealth

12/26/2014

5 Questions to Make Your New Year's Financial Resolutions

One place to start is how you answer these 5 “financial health” questions since a recent study showed them to have a high correlation with net worth

12/24/2014

Hedge Fund Inflows Resume, Assets Reach $3.1 Trillion

Top performing managed futures have yet to convince investors to shift allocations

12/24/2014

David Tepper Warns 2015 Poised To Be Like 1999

The Dow Jones and the NASDAQ recorded outstanding gains of 25.2% and 85.6% in 1999, respectively.

12/24/2014

Tiger 21: Ultra Wealthy Prefer PE To Hedge Funds

Hedge funds lost two percentage points from a year ago

12/24/2014

One Nation Divided by Wealth

The good news is that just about everyone understands that extreme inequality is a problem.

12/23/2014

Private Trust Companies – Don’t Believe all the Hype

PTCs can benefit ultra-high-net-worth families, but it’s best to proceed cautiously

12/23/2014

Financial Start-Ups Aim to Court the Anti-Finance Crowd

Big banks and brokerage firms haven’t been sitting still

12/23/2014

Rowan Dartington says expect a rocky new year

The possibility of a Greek election if the parliament does not elect a new President by 29th December is also a concern for Stephens going into the new year.

12/23/2014

Hello 2015: the EM “catch up” themes to watch

China and India are potentially at the forefront of this trend towards improving ‘public’ goods and services

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