03/04/2019
Trends – Globalisation and professionalisation of family offices are two separate yet interlinked trends
Brock is executive director and leader of family office services in EMEIA and GSA at EY.
Comment, Analysis & Research
02/28/2019
Chubb and Carnegie Mellon University Award Cyber COPE Insurance Certification Designations to Agents and Brokers
Co-created by Chubb and Carnegie Mellon in 2018
02/28/2019
A pizza night for advisors brought in HNW clients
There's no single formula deployed by the best planning firms to attract wealthy clients, leaders of three top firms explained, but they’ve all found their own ways.
02/27/2019
New visionaries and the Chinese Century
This report tells the story of a group of 2,158 individuals and counting.
02/27/2019
Billionaire list shows $1T hit from '18 market meltdown
Rich list shows $1 trillion hit from 2018 market meltdown, Bezos still No. 1
02/27/2019
Redefining Gender at Work: How Companies Are Evolving
In 2016, the U.S. Department of Defense officially declared that transgender Americans could serve openly in the military, and could not be discharged “just for being transgender.”
02/26/2019
Warren Buffett: rich Americans are 'definitely undertaxed'
"That probably means more taxes for guys like me, and I'm fine with it," he added.
02/26/2019
Pitcairn Named Best Multi-Family Office Overall at Private Asset Management Awards 2019
Firm Also Shortlisted for Client Service
02/22/2019
Forbes spotlights 24 Birmingham wealth advisers
This ranking was developed by SHOOK Research based on an algorithm of quantitative data and qualitative criteria, mostly gained through telephone and in-person due diligence interviews.
02/22/2019
William Blair Publishes a Whitepaper Addressing a Sustainable Future
“We will continuously evolve our sustainability effort to best help our clients achieve long-term success.”
02/21/2019
How do entrepreneurs’ outlooks differ globally.
As in previous years, our survey shows that entrepreneurs are naturally optimistic and see opportunities in the most challenging of times.
02/21/2019
Bank of America among '100 Best Companies to Work For'
Bank of America was evaluated anonymously by thousands of its employees on more than 60 elements of workplace culture, including trust in managers, compensation, fairness, manifestation of company values, ability to contribute new ideas, and overall fulfi
02/18/2019
How socially conscious young investors are putting their money where their ideals are
Morningstar reports there were 234 ETFs and mutual funds at the end of 2017 that invested in a socially responsible way, doubling since 2012
02/18/2019
When Good News and Bad News is Good News by Gary Dugan
Consumer spending at around 68% of the US economy is clearly important.
02/14/2019
Goldman Considered Buying a Boutique in Mid-Market Push
“William Blair’s executive committee was never in discussions with Goldman Sachs about a takeover,” said Tony Zimmer, a spokesman for the firm. “We are not in the market to be sold.”
02/14/2019
Making fund administration simple for private equity funds with real property investments
A number of funds are also involved in real estate and infrastructure development projects.
02/13/2019
Bill Gates Has Some Harsh Words for Alexandria Ocasio-Cortez's Tax Plan
“I believe U.S. tax rates can be more progressive. Now, you finally have some politicians who are so extreme that I’d say, ‘No, that’s even beyond,'” Gates said.
02/13/2019
The Fed Takes us back to Wonderland... for Now by Gary Dugan
The Fed has decided to keep the beast alive because they fear what will happen if they downgrade its power by reducing QE.
02/13/2019
Virgin at 50 plans American adventure in trains, ships, banks and hotels
Richard Branson founded the orignal record company in 1970
02/13/2019
SS&C GlobeOp Forward Redemption Indicator
SS&C GlobeOp Hedge Fund Performance Index: January performance 3.59%; Capital Movement Index: February net flows advance 1.11%.