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Comment, Analysis & Research

10/08/2019

Directors Failing to Receive Majority Support Hits Five-Year High

The number of board nominees failing to get at least 50% support was 478 compared to 416 in the first six months of 2018.

10/07/2019

Are You In The One Percent? Here’s A Wealth Rank Calculator

It does not include the value of pensions, annuities or future Social Security benefits.

10/07/2019

Fueled by M&A, smaller banks take bigger slices of the pie

The result is fewer banks and larger banks.

10/07/2019

For Family Offices, Preservation Of Wealth Is The Most Important Thing And Real Estate Can Help

As many of us know, there's a common saying about family office money

10/07/2019

Investment returns of ultra-rich families hit by global uncertainties; many expect recession next year

Family offices are cautious about geopolitical tensions, and there is a widespread sense that we're reaching the end of the current market cycle," said Dr Rebecca Gooch, director of research at Campden Wealth.

10/04/2019

The richest American 37 years ago wouldn't even make it onto the Forbes billionaires list today

Forbes released its 2019 edition of the Forbes 400 list, which ranks the richest billionaires in America.

10/03/2019

Goldman raises recession odds, but says stick with US

The bank's private wealth chief said it has raised its recession odds to 25-30% but urged investors not to give up on US equities

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

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