10/07/2019
Fueled by M&A, smaller banks take bigger slices of the pie
The result is fewer banks and larger banks.
Comment, Analysis & Research
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
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