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Comment, Analysis & Research

10/03/2019

Millennials Exodus From Big Cities Will Be Accelerated Via Self-Driving Cars

This movement out of big cities comes after there was a decade ago trend of youthful up-and-comers moving into city cores across the country

10/03/2019

Down And Off: The 27 Billionaires Who Fell Off The Forbes 400 Club In 2019

That minimum net worth ($2.1 billion) for inclusion hasn’t changed since last year.

10/03/2019

Crypto companies are settling with the SEC, but that’s not stopping them

https://qz.com/1720295/after-4b-ico-block-ones-24m-sec-settlement-lets-it-keep-building/

10/03/2019

Research Reveals Companies that Excel at Scaling Technology Innovation Generate Double the Revenue Growth

New research surveyed more than 8,300 organizations to reveal the relationship between technology adoption and business growth

10/01/2019

Most millennials think they're going to be rich, but they're actually worth far less than baby boomers and Gen Xers at the same age

They have an average net worth of less than $8,000 and have only seen a $29 income increase when adjusted for inflation, according to new studies.

10/01/2019

The Key To Building A Successful Alternative Asset Management Business

Fund managers can – and should – have a strategy to guide client relationships.

10/01/2019

Northern Trust: Asset Owners Aim to Drive Investment Performance with In-House Management

White paper analyzes evolving investment management preferences among sophisticated asset owners

10/01/2019

Study: Wealth Can Bring Happiness — When Viewed As A Measure Of Success

A new study conducted at Binghamton University has a fresh take on the conversation surrounding money and happiness.

09/30/2019

Schroders Global Investor Study 2019: People’s sustainable investment ambitions fail to reflect their actions

The survey of over 25,000 investors across 32 locations around the world has found that 16% invest in sustainability, compared to 32% who are interested and would like to invest this way.

09/27/2019

The rise of "Purposeful Debt"

LightStream survey finds Americans embracing new attitudes toward debt, rejecting past stigmas

09/27/2019

Millennials’ investments more driven by values than returns: UBS exec

"They want to know that their values are being expressed in the way that they consume and the way that they invest," she said.

09/27/2019

Four CEOs Were Dethroned Just This Week: The Days Of The Powerful, Untouchable CEO May Be Over

Whenever that happens, it’s best for everyone to turn that page over

09/27/2019

Feature: Argentina's woes boost Uruguay's wealth management

The currency crisis is causing wealthy Argentinians to move their millions across the Río de la Plata to Uruguay

09/26/2019

One in Two Seniors Manage Finances Alone, Leaving Them Vulnerable to Scams and Financial Exploitation, According to AIG Plan for 100 Elder Financial Abuse Study

AIG Life & Retirement’s Plan for 100 educational initiative helps Americans prepare for longer lives by raising awareness about the implications of increased longevity

09/26/2019

Investing Report Card: Canadians score an A for effort, but a failing grade with the basics

TD survey reveals almost half don't know where to start when it comes to Do It Yourself investing

09/23/2019

Why Are Fund Managers So Awful at Their Job?

Nearly nine out of 10 targeted funds underperform their respective benchmark index over the long run.

09/20/2019

How Wealth Managers are Attracting the Ultra Rich

A key reason banks are interested in managing money for the ultra rich is profit.

09/20/2019

Ultra-rich Americans are selling off luxury real estate faster than they're snapping it up

Ultra-wealthy people in the US are selling their luxury real-estate investments faster than they are buying new ones, TD Wealth senior vice president and regional investment director James Beam told Business Insider.

09/20/2019

The Case for Having a Chief Data Ethics Officer

Data ethics is something that big tech companies are starting to look at (rightfully so), because consumers, regulators and lawmakers are requiring them to do so.

09/19/2019

Impact Of Digital Disruption Worldwide

Our analysis reveals the current standing of major global economies

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