09/12/2019
Writing down financial goals is a good beginning for wealth strategy, says adviser
Once clients reach the point that they are no longer saving but spending their retirement assets we do counsel them to dial back their risk tolerance
Comment, Analysis & Research
09/12/2019
Here's why you should stay away from market volatility in your investments, says Marin County adviser
How do you help a client determine what level of risk they are comfortable with when it comes to investing their money? Are there key questions you ask to assess that risk?
09/12/2019
Here's why you should stay away from market volatility in your investments, says Marin County adviser
Our ultimate goal is to design a strategy that incorporates all of the individual clients’ goals, objectives and time horizon for achieving them.
09/11/2019
JPMorgan Chase CEO sees further hit from lower interest rates
The US central bank cut interest rates in late July to 2.0-2.25 per cent and is expected to cut again later this month, a major shift from a year ago when the Fed was raising interest rates.
09/11/2019
Create Distinctive Customer Moments by Ensuring Trust in Onboarding by Kofax
These initial and information-intensive interactions are vital early experiences that set the tone for what should be a long-lasting and mutually beneficial relationship between the customer and the financial institution.
09/11/2019
Millennials Look to Jet Off With Their Investments
A new survey shows large numbers of GenZers and Millennials are investing and saving their hard-earned cash for travel
09/11/2019
State Street Global Advisors publishes engagement stats
Last year SSGA sent letters to 344 companies raising gender diversity concerns
09/10/2019
Investment Professional of the Future
Changing Roles, Skills, and Organizational Cultures
09/10/2019
Being Part of the In Crowd
How to harness the power of a connected network.
09/09/2019
15 extreme risks for investors revealed
Willis Towers Watson believes that, in this environment there is no ‘single answer’ for portfolio construction.
09/08/2019
SunTrust Bank to Donate $250,000 to American Red Cross for Hurricane Dorian Disaster Relief
SunTrust Bank also Accepting Financial Donations at All Branches
09/06/2019
Pennsylvania Has a Looming Retirement Crisis
That’s about half of what financial advisors recommend to maintain one’s pre-retirement standard of living.
09/06/2019
Chicago’s deficit heralds US pensions crisis
New mayor Lori Lightfoot unveiled $838m shortfall last week
09/05/2019
The Art of Money Laundering
“Sometimes,” he says, “the provenance of the funds can be more critical than the provenance of the art.”
09/05/2019
Mastering the operational challenges of hybrid funds by Umer Malik, SS&C
The idea of having access to both liquid and illiquid investment strategies through a single vehicle is appealing to both individual and institutional investors.
09/03/2019
The Top 30 Largest Foreign Holders Of U.S. Treasury Debt: Japan Surpasses China
Other major countries holding U.S. treasuries include the United Kingdom ($341.1 billion), Brazil ($311.7 billion), Ireland ($262.1 billion), Switzerland ($232.9 billion), Luxembourg ($231 billion), Cayman Islands ($226.6 billion), Hong Kong ($215.6 billi
09/02/2019
Fund management chiefs hit by big pay cuts in 2018
Sector reins in awards but CEO remuneration still faces scrutiny
09/02/2019
Top 20 pension funds’ AUM declines for first time in seven years
Assets under management (AUM) at the world’s largest pension funds fell in value by 0.4%
09/02/2019
Fund managers slash exposure to global equities on trade war fears
US 30-year Treasury plunges to record low
08/30/2019
Both sides of the same coin? Examining the rise of sponsor-to-sponsor deals
Sponsor-to-sponsor deals involve PE firms on both sides of a transaction – buy side and sell side.