07/10/2024
Three reasons why investing in people matters
Investing in themes like "Diversity and Equality" can also be a way to identify companies focused on employee retention and productivity.
Wealth and Asset Management
07/10/2024
Why the CEO of a woman-focused investing firm is still all-in on remote work
Krawcheck says an all-remote office helped with recruiting, as the firm could pick the best applicants regardless of their location, and also made everyone more effective.
07/10/2024
Wealth managers bullish on equities as elections come and go
The swing in positive sentiment suggests that investment managers are unfazed by this year’s election fever and have greater clarity on the direction of travel for interest rates and inflation
07/09/2024
Adams Brown recognized for wealth management excellence
Recognized for their excellence, Accounting Today has named Adams Brown Wealth Consultants as a Top Firm by Assets Under Management (AUM): Wealth Magnets.
07/09/2024
Broadridge Adds Values-Based Investing Tool into Advisor Platform, Enabling Enhanced Advisor-Client Experiences
Powered by YourStake, Broadridge will enable advisors to offer hyper-personalized data-driven insights aligned to investors’ core values
07/09/2024
Consider taking advantage of current attractive yields
Central bank rate cuts are starting. And economic growth is robust, keeping default rates low.
07/09/2024
Family offices plugged into tech investing, says Pepper International CEO
Family office advisor Carol Pepper shines a spotlight on how today's 'Rockefellers' are protecting and growing their family fortunes.
07/09/2024
Adding Value for the Next Generation of Wealth Management
Olivia Eisinger, GM of Advisory at Apex Fintech Solutions, discusses how advisory firms can become a destination for top next-gen talent.
07/08/2024
Franklin Templeton calls time on Euro Core Plus Bond fund
Firm to rationalise Western Asset fund following review.
07/05/2024
Gavin Financial Group joins Wealth Enhancement Group
Gregory succeeds Milroy as 1st State Bank president; Seals becomes leader of Saginaw Co. Chamber of Commerce
07/04/2024
Election risk in the driving seat for the US dollar
Political risk will be an important dollar driver in the months ahead.
07/04/2024
Assante Advisor Tina Tehranchian to receive Lifetime Achievement Award from the International Association of Top Professionals
She is truly a leader in both our industry and in public life.
07/04/2024
What will happen to RBC, National Bank after mega acquisitions?
What will happen to RBC, National Bank after mega acquisitions?
07/04/2024
Blackstone snaps up ‘circular’ private equity credit risk
The US buyout group has become one of the biggest buyers of a fast-growing type of risk transfer product
07/03/2024
Evidence continues to support a start to Fed easing later this year
US 10-year yields fell 15 basis points in June, following a drop of 17 basis points in May.
07/03/2024
UBS Advisor David Schachter Named to the Forbes Best-In-State Wealth Advisors list
He is a hard-working, tireless advocate for his clients who will stop at nothing to provide the best of UBS to his clients.
07/03/2024
Are team-based advisory practices better positioned for growth?
This trend is even more pronounced among the largest advisory practices: 94.5% of practices with more than $500 million in AUM operate in a team-based structure, compared to only 5.5% that are solo practitioners.
07/03/2024
Private banks professionalise philanthropy services
Private banks are increasingly seeing philanthropy as a way to encourage deeper engagement with wealthy family investors, particularly when dealing with the hard-to-please ‘next generation’ of clients.
07/03/2024
Mastering wealth management: the quantitative modelling advantage
Wealth managers, advisors and investors alike need the right tools if they are to successfully sift through, analyse and interpret volumes of data
07/03/2024
Countiss Wealth Management launches to serve the multi-generational planning needs of families and business owners
By creating their own independent financial advising practice, Dan Countiss and Olivia Countiss can now work together as a team