10/31/2013
Capturing Affluent Clients Now
Wealth management is possibly the best opportunity in financial services" right now
Comment, Analysis & Research
10/30/2013
Washington Gridlock Clouds Wealthy Outlook On Economy, PNC Survey Finds
The increasingly optimistic mood of America's affluent on the economy darkened in the aftermath of the U.S. government shutdown and near default
10/30/2013
Wealthier investors shaken by U.S. government shutdown, two-thirds in PNC study believe economy damaged
Almost half of affluent investors soured on their outlook for the economy following the government shutdown this month
10/29/2013
The top spots for making friends, getting rich and raising kids
Thailand leads the way when it comes to quality of life and a good social scene, while Switzerland is top for making money and Germany for raising children
10/28/2013
JPMorgan deal should be model for future settlements
The government has been roundly criticized for failing to penalize those responsible for destabilizing the housing market and bringing the world’s financial systems to its knees.
10/28/2013
Five Years after Crisis, Many Investors Still Shun Risk - BlackRock Global Investor Pulse Survey
The results reflect a global investment environment still plagued by uncertainty, policy confusion and political dysfunction.
10/27/2013
US calls on Australia to put investors first
The recently released CFA Institute & Edelman Investor Trust Study shows that investors worldwide have little trust in the investment industry.
10/26/2013
America’s Wealthy Are Even Wealthier And Have A New Name: Point-Seveners
There’s a new name for the upward transfer of wealth and richest people in America and worldwide
10/23/2013
Shifting Market Dynamics Drive Demand for Innovation from Financial Advisors, Finds New Survey
Shifting market dynamics are driving increased demand from U.S. financial advisors for more innovative strategies to help investors balance risk and return
10/23/2013
Does it Matter Whether You Eat Your Own Dog Food? by Phil Banas
An ugly and somewhat unsavoury expression of obscure origins, in the software business, “eating your own dog food” means using software you have developed yourself.
10/23/2013
Asset Managers Post Outflows After Big Investors Grew Cautious
Investors pulled billions of dollars out of several large asset managers in the third quarter
10/22/2013
Creating a lasting legacy
Many high-net-worth individuals turn to structures such as charitable trusts or foundations so they can create a sizable legacy without having to be involved in the job of administering multiple contributions every year
10/21/2013
High wealth investors don't feel old until they lose their independence
The majority of people under the age of 80 don’t feel old until they lose their independence and their health
10/20/2013
Coutts' commentary - Global View from Asia - "At the cliff's edge"
Mr. Fama developed the efficient market hypothesis that share prices should have a tendency, at any point in time, to discount all known public information.
10/20/2013
Japanese Tariffs, US Can Kicking Economy & Chinese Banks by
When writing about the frustration of the Japanese premier Abe-san's at being able to implement reforms
10/20/2013
76% of Global Retail Banks Becoming More Innovative - RESEARCH
This year’s study, which surveyed 148 banks in 66 countries, revealed that as the global economy recovers, retail banks across the world are increasingly investing in innovation as a means of generating revenue and controlling costs.
10/20/2013
More than 60% of Institutions' Flows Were Consultant-Intermediated in 2012
New research from Cerulli Associates finds that more than 60% of institutions' asset flows were consultant-intermediated in 2012 with the rest coming from direct sales, according to their recent survey of institutional asset managers.
10/20/2013
The Morgan Shakedown
Federal law enforcers are confiscating roughly half of a company's annual earnings for no other reason than because they can and because they want to appease their left-wing populist allies.
10/20/2013
The world is in 'gigantic asset bubble': Faber
Marc Faber, The Gloom, Boom & Doom Report, shares his views on how inflation has impacted global wealth.
10/18/2013
How to manage risks and grow family wealth
Wealth owners have come to associate risk with volatility.