12/04/2018
Billionaires' Club: US facing challenge from Asia
The results are in and 2017 was the best year ever for the world’s billionaires.
Comment, Analysis & Research
12/04/2018
Sallie Krawcheck, once the 'most powerful woman on Wall Street,' says men spooked by #MeToo should remember the lessons they learned in fourth grade
Men spooked about how to act in the workplace in the wake of the #MeToo movement should remember basic lessons from grade school, according to Ellevest CEO Sallie Krawcheck.
12/03/2018
Asset managers failing to optimise corporate action decisions on a global scale, says new report
Regulators are demanding increased transparency which means greater scrutiny leading to investigations and enforcement.
11/29/2018
This Demographic May Not Be As Ready To Retire As They Think They Are
To avoid thinking about the former in order to avoid thinking about the latter is an exercise in self-sabotage, and for a community that has enough hurdles, retirement planning can’t be talked about enough.
11/29/2018
Advisor tech upgrades aim at 'dangerous gap' in client experience
“Data aggregation has become a staple in helping the collection of the totality of an individual’s or family’s wealth,” says Bill Crager, president of the turnkey asset management provider Envestnet.
11/29/2018
Fearless Girl who faced down Wall Street's bull moved to new spot
Statue that symbolized female empowerment moved to NYSE
11/29/2018
State Street Global Advisors' 2019 Global Market Outlook
US Shines Brightest, But Prepare to Pivot as Opportunities Shift
11/28/2018
Financial Advisors, Pay Attention to Generation X
And who will be the primary beneficiaries of that generation’s transfers? Generation X, whose members were once pegged as cynical slackers.
11/28/2018
How to Survive the Incoming Financial Crisis
Another recession is coming. Luckily, one entrepreneur is backing a portfolio of startups that just might save you.
11/28/2018
United Nations Principles for Responsible Banking
Congratulations to the UNEP FI and the CEOs of the 28 banks that are leading this initiative.
11/26/2018
The $200 trillion gold rush that reshaped private banking
China’s economic expansion produced an eruption in private wealth across Asia
11/26/2018
Financial Challenges Aside, Women Are Enthusiastic on Retirement, Say "70 is the New 50"
When it comes to their hobbies, women, more than men, look forward to pursing more emotionally fulfilling activities
11/26/2018
Brazil could look like India in next 10 yrs if reforms continue: Swiss bank
Latin America's largest economy might follow India's path, seeing an accelerated, consistent pace of growth
11/26/2018
It’s Too Easy for the Ultra-Rich to Pass Down Wealth. Here’s How to Fix That
The shift back came as billionaires like the Kochs used their immense fortunes to push for massive tax cuts, like the Bush tax cuts in the early 2000s
11/23/2018
Goldman Asset says time to buy emerging markets amid volatility
While global equities have recouped some of their losses in recent days, markets such as China, Hong Kong and South Korea have all dropped into bear territory due to concern over slowing growth, sliding oil prices and a U.S.-China trade war.
11/23/2018
Subscription models of financial advice emerge
These companies have turned a product into a service."
11/22/2018
Research - Non-financial performance measurement is biggest hurdle for ESG investing
This more nuanced approach to sustainable investment requires the development of more complex metrics, benchmarking and monitoring.
11/22/2018
Tax cuts, de novos and gridlock: What bankers can be thankful for this year
But many bankers are relieved that Republicans have maintained their control of the Senate, as well as the White House.
11/21/2018
To attract younger clients, offer what they’re looking for
Exacerbating the problem is that millennials are increasingly attracted to technology-based investing products that are easy to use, low-cost and marketed to their demographic.
11/21/2018
Help HNW clients with high-impact philanthropy
The clear-eyed math shows that if an ultra-wealthy family wanted to spend down half its wealth in a 20-year time frame, the family would need to donate more than 11% of its assets per year — a tenfold increase over average current levels of giving.