11/13/2020
Celent study—Singularity and the future of investment accounting operations
These firms are often encumbered with dated technology and legacy applications that hinder product development and geographical expansion efforts.
11/11/2020
Another risk is the surge in borrowing as government’s seek to prop up pandemic-hit economies, even with many balance sheets already stretched.
11/11/2020
The 2020 report was compiled before the coronavirus pandemic was declared in March, according to the IAA and co-sponsor National Regulatory Services, a compliance consultant.
11/10/2020
A special feature forecasts the evolution of the value of retirement assets to Q3 2020 and examines the funding position of DB plans in 2020.
11/10/2020
Gallagher's Annual Salary Planning Survey Reveals How Continued COVID-19 Uncertainty is Causing More Organizations to Shift Away from Across-the-Board Increases and Embrace Variable Pay Models
11/09/2020
The market is probably right to have discounted the possible scaling of green policies and redistribution of wealth.
11/06/2020
Underwriters and issuers are carefully assessing the situation and plans are still tentative, the people said. Borrowers have largely stayed on the sidelines in recent days as they sidestepped election-related volatility.
11/01/2020
While model validation and governance have always been important, the focus on this part of the process will become even more important as models are being stretched and the usefulness of these models is coming into question.
10/29/2020
Its stock trades at 33 times estimated 2021 sales
10/29/2020
Practicing impact investing allows you to align your investment allocations with your personal beliefs and values.
10/28/2020
75% of high net worth investors say a company's response to political issues would impact their decision to invest in the company.
10/22/2020
Estimates for Q2 2020 suggest that total household wealth is slightly up on the level at the end of last year, while wealth per adult is slightly down.
10/19/2020
The natural reaction of most portfolio managers in the wake of such good news would be to look to buy markets that have serially underperformed over the past seven months.
10/18/2020
Gorman spends more time on business than on posturing, and it’s been paying off.
10/16/2020
A new survey finds that younger HNW clients interact with digital ads more than older ones.
10/16/2020
Providing sound financial advice to women—especially when they are young—can be an important building block in helping them to create a strong financial future for themselves.
10/13/2020
Where the general opinion until quite recently has been that for a full recovery
10/13/2020
Citi’s earnings were $3.2 billion for the quarter, compared with $4.9 billion a year ago, on revenue of $17.3 billion.
10/12/2020
A new research report launched by Campden Wealth, Global Impact Solutions Today
10/12/2020
The day Jackie had to run out to set up her Charles Schwab Corp. account, I barely understood what she was doing. She came back with flyers and talked about Pacific Investment Management Co., or Pimco, bond funds. I was bemused.