10/27/2022
Why focusing on diversity is not just the right thing to do, it's good business
The financial services industry has a big opportunity to make a difference
Comment, Analysis & Research
10/27/2022
Stress-test financial plans to ease client anxieties
After recent turmoil, clients may be more willing to consider high-risk events
10/26/2022
Nearly $70 trillion in family wealth is set to change hands. How to create a drama-free estate plan.
The silent generation and baby boomers, upon their death, will transfer an estimated $30 to $68 trillion to adult children.
10/25/2022
Billionaire Dan Och Slammed By Hedge Fund For 'Mismanagement'
A trial over the records demand is scheduled to kick off Dec. 16 in Delaware Chancery Court.
10/24/2022
Almost half of the ultra-rich haven’t figured out how to pass on their wealth, research finds
While the 4,500 investors from 14 regions, who each have over $1 million worth of assets
10/21/2022
Clients Remain Patient Despite Market Volatility, Brokers and Plaintiff Lawyers Say
Since the beginning of the year the S&P 500 was down by 23%, while the Nasdaq Composite was down 34% through Oct. 19, according to the Motley Fool website.
10/17/2022
Wealthy buyers turn cautious on luxury home loans
Rising interest rates and economic turmoil have led to a climate of uncertainty, even for the super-rich
10/13/2022
Tactical US Equity Themes: 4 key opportunities
This month, the UBS Chief Investment Office reiterates their conviction in four key themes: Time for quality, Security takes center stage, Resilient spending, and Pricing power standouts. Additionally, they are closing the Reopening America theme.
10/11/2022
How High-Net-Worth Collectors Are Shaping the Future of Shopping
Close more big holiday sales by offering private appointments.
10/10/2022
RMS estimates $67bn in insured losses from Ian
The industry estimate also includes impacts from precipitation-induced inland flooding in the same regions, using footprints in the RMS US Inland Flood HD Model.
10/06/2022
Most Powerful Women in Banking: No. 4, Mary Mack, Wells Fargo
Banking has transformed during the past 20 years and that pace seems to have quickened with advancements in technology and digital capabilities
10/06/2022
14-year record high for annuity rates
They have increased by 52% in the last nine months alone
10/05/2022
Asset managers may regret becoming the new banks
Alphabet soup of LDI and ESG puts BlackRock and others in the financial hot sea
10/05/2022
Ninety-Four Percent of Leaders Say Future of Work Initiatives Are Important, but Less Than 20% of Organizations Designate Them as a CEO Priority for Action
A New BCG Survey of Senior Executives Found That While They View a Broad Set of Future-of-Work Initiatives as Important, Many Initiatives Are Missing From the CEO Agenda
10/05/2022
Survey: Investors Showcase Shift in Fixed Income Strategies Amid Search for Higher Returns
State Street Global Advisors’ Survey Highlights Allocation Toward Fixed Income Index and Alternative Investment Strategies
10/03/2022
How To Close The Generational Wealth Gap
Specific wealth-building actions have been isolated to only those with existing wealth and we are focused on breaking through this barrier and expanding the accessibility of wealth-building tools and strategies to all.
10/03/2022
Why inflation ‘hurts women more,’ according to Sallie Krawcheck
The index used a variety of metrics, including women’s employment rate, student debt, the Consumer Confidence Index, inflation, the gender pay gap, paid family leave, abortion access, corporate leadership, and venture capital funding for women.
09/30/2022
One in four companies globally have suffered a data breach that cost them US$1 - 20 million or more in the past three years
Four in five organisations state that a comparable and consistent format for mandatory disclosure of cyber incidents is necessary
09/28/2022
EY achieves highest growth in nearly two decades, reports record global revenue of US$45.4b
This marks one of the most successful years in the history of the organization with the highest growth seen in nearly two decades attributed to the EY NextWave strategy to deliver long-term value for EY people, clients and society.
09/27/2022
Wansheng Jerry Liu Honored Among 2022 Outstanding 50 Asian Americans in Business
Liu is involved in numerous community activities, serving as a volunteer in various charitable nonprofit organizations, and has provided pro bono legal services to indigent clients through the firm’s pro bono programs.