12/04/2020
Survey Shows Acceleration of Sustainable Investing
The survey gathered insights from 425 investors in 27 countries
Comment, Analysis & Research
12/04/2020
2021 investment management outlook - Transforming to thrive
Half of our survey respondents indicate that their firms plan to reduce total costs by 11% to 20%. These cost-reduction targets look ambitious considering that the workplace-related cost per employee is estimated to increase by as much as 50%, straining c
12/04/2020
The Rich Are Getting Richer, and That's Good for Advisors: Cerulli
he number of high-net-worth households is increasing, and that group controls more than 43% of U.S. investable assets, Cerulli reports.
12/03/2020
Citi’s new CEO: 'I think being a woman has been helpful'
Jane Fraser, the first female leader of a major Wall Street bank, has always enjoyed ‘playing the game differently’.
12/03/2020
Bill Stone shares leadership advice with Forbes
Bill applies that philosophy to focus on facts and numbers and treat everyone equally—don’t play favorites.
12/02/2020
Will Moneyball Finally Crack the Game of Active Management?
Billy Beane seems to think so.
12/02/2020
Turning hope into reality
A brighter outlook but recovery will be gradual
12/01/2020
4 questions to ask yourself about living to 100 — because there’s a chance you will
Americans born today can expect to live into their 90s and beyond
12/01/2020
Why Has Bill Gates Been Paying Off So Many Bad Actors ?
There are just over 500 on that list, and that list makes for intriguing reading.
11/27/2020
Why This Billionaire Will Never Leave New York
For the cosmetics mogul and philanthropist Leonard Lauder, the city, with its museums, public transit and parks, is an explorer’s delight.
11/26/2020
Why Has Bill Gates Been Paying Off So Many Bad Actors? by Tim Price
Compliance has been expensive but, for Bill Gates, probably worth it, dilettante billionaire healthcare nerd that he is.
11/23/2020
Even the Turkey is Worried by Gary Dugan
The markets’ abiding hope is that the good news about a potential vaccine will overcome the near-term bad news about the impact of COVID-19 on global economic activity.
11/23/2020
State Street Global Advisors Issues Public Comment on Employee Benefits Security Administration Rule
We commend the Department and the work of the professional staff for issuing the IFR in a timely fashion and, more importantly, for appropriately balancing the various considerations necessary to ensure that DC plan participants have the tools they need t
11/23/2020
Annuities Could Stop Retirees From Going Broke. Why Don't More People Use Them?
The Stanford Longevity Project and and Principal Financial Group looked at why many retirees don't use annuities and how to address their concerns.
11/23/2020
Banks didn’t cause this recession, but they won’t escape it either
Branch closures, heavy loan activity and future defaults are issues Colorado banks have had to face this year
11/23/2020
Wall Street banks can’t snub entire industries under OCC proposal
“This proposed rule would ensure that banks meet their responsibility to provide their services fairly since they enjoy special privilege and powers.”
11/23/2020
Thanksgiving may be a super-spreader; will vaccine news bring holiday cheer?
Thanksgiving may be a super-spreader event this year, as governments around the world try to plan their way through the upcoming festive season. But investors have been given a boost from good vaccine news.
11/20/2020
Merrill Lynch president urges ‘full transparency’ on diversity in industry
Many promises, good intentions, lots of rhetoric,” Andy Sieg, president of Merrill Lynch Wealth Management
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
Swiss Re CEO Sees Global Risks Increasing: Future of Finance
Another risk is the surge in borrowing as government’s seek to prop up pandemic-hit economies, even with many balance sheets already stretched.