11/14/2018
Hedge funds down 3.07 per cent in October
Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.64% in November.
Comment, Analysis & Research
11/13/2018
The Millenni-factors: Wealthy Millennials have the will to change the world
The survey also indicates that other generations of high-net-worth individuals, including Boomers and Gen Xers, are less likely to report the same feelings.
11/12/2018
Why Family Offices Need To Prioritize Cyber-Security
Considering that almost 50% of Ultra High Net Worth family wealth is being managed through Family Offices, it is critical that adequate measures are put in place to defend these firms from the growing threat of increasingly sophisticated cyber-attacks.
11/12/2018
'Democracy' in the banking sector
Cloud has been, in her words, "a breath of fresh air" for financial institutions trying to reinvent themselves in the wake of the global financial crisis, as they grapple with a fall in money-making transaction fees.
11/12/2018
FAs Are Making Critical Mistakes in IRAs, Expert Warns
The Trump tax changes increased the standard deduction investors can receive from charitable giving
11/09/2018
The Five Most Important Wealth Management Lessons From The Super-Rich
The following are often considered the five most important lessons you need to know to get the most benefit from wealth management.
11/09/2018
“Protecting the Privacy of the World’s Wealthiest Families”
Citi Private Bank Issues New White Paper
11/09/2018
Colony Capital founder says firm will focus on asset management
US-based Colony was this year pipped to take over Abraaj Goup's funds management unit
11/08/2018
The Stunning Power and Legal Risks of "Wealth Management"
Such was my experience at the Financial Engineering Institute’s Fall Family Wealth Conference in Orlando a few weeks ago and, hence, the need for this write-up on the Conference.
11/08/2018
Wells Fargo May Sell Off This Key Business Area
The retirement plan services unit offers custody, record-keeping, trust and other services to corporations, according to the news service. A Wells Fargo representative declined comment to Bloomberg.
11/05/2018
The biggest challenge for RIAs and how to fix it
By 2020, fee-based assets are projected to represent more than 60% of the industry assets — roughly $20 trillion.
11/05/2018
RESEARCH: Corporate Payments Firmly Planted In Both Physical And Digital Worlds
More than half (54%) of respondents believe payment reliability needs the most improvement when thinking about the future of payments.
11/05/2018
Chubb Charity Challenge Raises More than $900,000 This Year
This year, a total of 359 teams participated in the Chubb Charity Challenge
11/02/2018
The Future of Fund Management? It’s Vinyl
When the compact disc was introduced, it commoditized the quality of recordings — but vinyl still lived on to everyone’s surprise, and it lived on in a very boutique kind of way.
11/02/2018
Big data needs a big re-think: consumers are more anxious, but businesses can restore trust with greater transparency
Global KPMG study of 25,000 consumers reveals that we are embracing new technology, but are concerned with the types of data held by businesses.
11/02/2018
OppenheimerFunds and Greenwich Associates Launch New Research on the Future of Global Equities
Examines the Role of Global Equities in Institutional Portfolios and Finds Strong Long-Term Outlook
11/01/2018
From dollars to digital: Canadian parents worry kids can spend money too easily
A new survey from TD reveals that nearly seven in 10 (68 per cent) parents say their children are more or just as comfortable using digital payments as handling cash
11/01/2018
Analysis Reveals Need to Be Wary of Cyclical Risks and Prepare for Next Downturn - RESEARCH
The research shows that while long-term optimism remains, today's mature economic environment demands that investors evaluate how turning points in the cycle might lead to unexpected outcomes, even in diversified portfolios.
11/01/2018
Fund Management’s $1 Trillion Club Is Eating Its Peers
The largest asset managers are increasing their market share, putting the squeeze on smaller rivals.
11/01/2018
The 10 best Wall Street investment banking internships of 2019
To help you navigate through the internship hunt, Vault.com surveyed more than 12,000 current and former interns and provided a compilation of the best internships for 2018.