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Comment, Analysis & Research

01/02/2025

Jacques Aurélien Marcireau: «Looking Beyond Trinity in 2025»

This surge was fueled by hopes for the effective implementation of campaign promises.

01/02/2025

Bank of America Predicts a "Tale of Two Halves" for the US Dollar in 2025

The report suggests that the USD will likely remain robust during the first six months of 2025, primarily due to continued US economic growth and a moderate approach to easing by the Federal Reserve.

12/30/2024

Philanthropist MacKenzie Scott says she's changing how she invests

Scott, who is among the world's richest women, owns millions of shares of Amazon, which her ex-husband Jeff Bezos founded.

12/24/2024

The Wealthy Are Challenged Insuring Their Lavish Homes, Survey Finds

When that property is a home, popular places to live grandly include California, Florida, Texas and Colorado—states that have seen more than their share of fires, floods, tornadoes and hurricanes in the last few years.

12/23/2024

This is the No. 1 company where workers are happy with their pay—it’s not based in New York or San Francisco

One review from a Paycom employee noted the company’s generous commission structure, time off and health-care benefits.

12/20/2024

What are some of the current challenges for mental health in the workplace?

What are some of the current challenges for mental health in the workplace?

12/18/2024

WealthManagement.com Announces the "Ten to Watch in 2025"

This year's individuals represent a diverse range of expertise, from innovative financial technology to transformative wealth strategies

12/17/2024

Top bank risks for 2025

New and persistent bank risks’ interconnectedness elevate overall risk.

12/16/2024

Cross-border retirement planning: a guide for navigating US and UK pension systems

It is essential to recognise key characteristics, plan types, and financial strategies to optimise retirement savings and income.

12/16/2024

The next generation of banking

How TD Bank is transforming branch locations to meet evolving customer needs

12/16/2024

JPMorgan consumer banking boss Marianne Lake on Trump, the Fed and 2025

The hope is that lending and dealmaking churn higher while a new Republican administration loosens some rules for banks

12/16/2024

The oversight of US banks could be in for some big changes under Trump

One came from billionaire Trump supporter Elon Musk, who is leading the so-called Department of Government Efficiency (DOGE) alongside Vivek Ramaswamy.

12/13/2024

State Street Global Advisors Study Finds Assets in Model Portfolios Rising as Advisors Focus on Efficiency, Holistic Planning and Client Satisfaction

Investors who have assets in models are more satisfied with their advisor

12/13/2024

Oomnitza Doubles Down on Asset Integrity, Security, and Usability with its Recent Product Release of its Modern IT Asset Management Platform

New features deliver measurable business value by maximizing efficiency, ensuring information security, and unlocking profitability through technology asset management

12/13/2024

How US banks must overcome broken data to achieve their version of open banking

The majority of US banks are unprepared for open banking.

12/11/2024

Wells Fargo & Company: Analysis of the Banking Giant

The collapse of regional banks meant that more customers looked to bigger institutions like Wells Fargo for their banking needs

12/10/2024

Fired LPL CEO Dan Arnold Settles for $12M In Stock Options

According to records filed with the SEC, Arnold will retain 47,994 non-forfeited options with a price per share of $327.56.

12/09/2024

94% of financial institutions in UK and US expect increased data budgets

Only 21% track costs in real-time while 34% face hidden cost surprises

12/04/2024

Ex-Deutsche FIG banker reappears at US bank in more dominant job

Then he became a partner at McKinsey & Co. Now he's joined Wells Fargo in New York as head of strategy and transformation for the corporate and investment bank.

12/03/2024

4 World-Famous Companies Pay Huge 10%+ Ultra-High-Yield Dividends and Nobody Knows

They pay huge and reliable dividends.

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Charles Schwab plans to keep or self-refer all sub-$2-million accounts in 'seismic' shift for many RIAs -- and 'gloves off' for Schwab's wealth management evolution

10-14-2025

Goldman Sachs Announces Acquisition of Industry Ventures

10-14-2025

Brookfield to Acquire Remaining Interest in Oaktree

10-14-2025

Rockefeller Capital Management Welcomes New Distinguished Families and Investors to Support Next Phase of Growth

10-14-2025

JP Morgan Private Bank Hires Antonio López Doddoli in Houston

10-15-2025

Fieldpoint Private Announces New Office in Greenwich, Connecticut

10-15-2025

Wellington Management Appoints Michael Trihy as Head of Portfolio Management

10-14-2025

Savant Wealth Management Ranks 12th on Barron’s 2025 Top 100 RIA Firms

10-17-2025

Wealth Advisors Trust Company Appoints Jonathan Connolly as President & COO to Lead National Expansion

10-21-2025

World’s Best Emerging Markets and Best Private Bank 2025: J.P. Morgan

10-21-2025

Morgan Stanley Wealth Management Pulse Survey Reveals Inflation Concerns Persist Throughout 2025

10-21-2025

New TD Wealth Virtual Assistant Set to Enhance the Colleague and Client Experience

10-21-2025

Hargreaves Lansdown adds Franklin Templeton strategy to US fund

10-21-2025

Elevating philanthropy in wealth management

10-21-2025

Mexican fintech Plata sees valuation exceed $3bn

10-21-2025

Cerulli: Younger Workers Expect to Use 401(k)s as Primary Retirement Income

10-21-2025

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